Helen Andreoli
Managing Partner
Discovering wealth solutions
to empower your best life.
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.
We foster a culture of betterment and well-being
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
Through our guidance and insight, we help people achieve great things – much more
than wealth.
What we do
Latest
Market Update・2025 Q4 Review
Roth IRA Conversions・Guidelines, Considerations, and Strategies
Market Update・2025 Q3 Review