Helen Andreoli
Founding Partner
Great Diamond Partners is an independent, locally owned wealth management firm in Portland, Maine.
Our team delivers comprehensive financial planning, investment strategy, and client-focused service.
for our clients, our team, and our community.
“Our firm is proud to be locally owned
and operated. Being deeply rooted
in the community allows us to provide
a personal touch that larger, corporate firms often can’t match.”
Helen Andreoli, Managing Partner
Giving More than Money・Finding Your Purpose in Retirement
Market Update・2025 Q1 Review
Who’s Really Managing Your Wealth?