San Ramon, CA April 18, 2017 -The Diamond Group Wealth Advisors, unveils its new brand name and affiliation with The Financial Services Network. Headquartered in San Ramon, CA, The Diamond Group Wealth Advisors is an independent investment and wealth management firm focused on serving business owners, health care professionals, and entrepreneurs. The firm has built its reputation and relationship with its clients on trust, integrity, and collaboration.
“One of our objectives at The Diamond Group Wealth Advisors is to continually “raise the bar” on our ability to deliver extraordinary service and world-class advice to our clients, said Marilyn Suey, Principal, and CEO. “We are always looking for ways to improve and I am very pleased to announce our firm recently affiliated with one of the nation’s leading organizations for independent wealth advisors. The Financial Services Network “We are thrilled with our new partners’ capabilities and the speed with which we can provide exemplary service to our clients”.
“We are pleased to be able to support independent advisory firms like the Diamond Group Wealth Advisors,”, said, Daxs Stadjuhar, President, and CEO, The Financial Services Network. “Our institutional relationships provide more depth, broader support, and access for Marilyn’s clients. We look forward to expanding our footprint in Northern California with our new relationship.”
About The Financial Services Network
When you look at your financial advisor and their local office, what you don’t see are the myriads of people and organizations that they have partnered with in order to provide you with the personalized financial advice that you are seeking. Behind the scenes, your advisor has aligned with a broker-dealer, a branch office, investment companies, technology firms, insurance agencies, research teams, and a wealth of other professionals in order to ensure that they have the support needed to help you plan for your financial future.
One of those key relationships is The Financial Services Network (The Network). The Network was founded over three decades ago with a singular purpose of supporting independent financial advisors. The Network’s diverse team includes a highly experienced group of business, investment and compliance professionals serving the needs of a select group of financial advisors who share a common bond of excellence and desire to elevate their practices. The Network’s mission is to bring experience, expertise, and passion into partnerships so that advisors can focus on helping clients navigate their path to achieving financial security. The Diamond Group Wealth Advisors has been a partner office of The Financial Services Network since 2016.
About The Diamond Group Wealth Advisors
The Diamond Group Wealth Advisors is an independent wealth management firm that empowers its clients to design and define their ideal lifestyles starting today, for tomorrow and for life. We follow a disciplined planning process that enables our clients to build their customized Prosperity Blueprint that guides them as they travel on their path toward financial independence. Our clients understand that their wealth is more than their money. Working with us, using our Prosperity Blue Print Process, we help guide our clients to take care of their families, and the people and causes they care about deeply .www.diamondgroupwealthadvisors.com
Marilyn Suey is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC. and The Diamond Group Wealth Advisors are separate entities from LPL Financial. CA Insurance License #0E01981.