About Us
The Diamond Group 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 provide integrated financial planning and investment management services for business owners, healthcare professionals, entrepreneurs, and women in transition. We follow a disciplined planning system, “Your Prosperity Blueprint Process™" that enables our clients to design their personalized plan that will guide them as they travel on the road to financial independence.
Our clients understand that their wealth is more than their money. Collaborating with us, using our Prosperity Blueprint Process™ we serve and support our clients so they can take care of their families, and the people and causes they care about deeply.
Our core values: trust, transparency, commitment, compassion, and collaboration sit at the heart of The Diamond Group Wealth Advisors. We enjoy and look forward to making a bigger impact for you, your business, and your families.
Are you ready to start your journey with us? We look forward to working with you as you design your ideal lifestyle. Call us today to start your path to financial independence.
Our Services
Comprehensive Wealth Management
Personalized Financial Planning – Prosperity Blueprint ™
Retirement Plans
We provide customized services with your best interest in mind at all times. We listen carefully as we collaborate with you to establish your personalized financial plan or your business’ retirement plan. Let’s make a plan together!
Financial Planning
Custom plans for every stage of your life. Wherever you go, we’ll go there with you. We provide individuals and small businesses with comprehensive financial planning using our five-step wealth planning process.
Portfolio Management
We offer customized investment management strategies to assist clients in meeting their financial goals using financial investments. We may utilize independent money managers, where we design investment portfolios.
Retirement Plans
Our retirement plan service encompasses consultation with business owners, entrepreneurs, and executives on the structure and plans design, investment lineups, and investment strategy. With all our retirement plans, we provide enrollment assistance, online portal support, as well as employee/participant retirement plan education.
Estate and Legacy Planning
Estate tax laws may be challenging. Do you have a Will, a Durable Power of Attorney, or an Advanced Health Care Directive? Understanding these basics can be a valuable tool. We have built a team of experts that we know are trusted advisors for our clients. Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.