Helen Andreoli
Managing 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
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