Educate and Inform

Great Diamond Partners educates and informs our clients about the markets, investing, planning and other topics relevant to our firm. Please contact us directly to discuss any of the information posted here.

April 2021 in Client News & Education

2021 ADV Update & Privacy Policy Notification

By Great Diamond Partners

Listed below is a Summary of Material Changes to our firm’s disclosure brochure, Form ADV Part 2A. Since the filing of our last annual updating amendment, we have the following material changes to report: