Great Diamond Partners is an independent wealth management firm committed to serving sophisticated clients and their families. Our team focuses on their financial and lifestyle needs, including the preservation, growth, protection and transfer of their wealth. Integral to our planning services is our unique focus on charitable giving, an effort that is important to many of our clients and reflects our team members’ commitment to serving the greater good of our communities.
We will help you to identify your financial objectives and customize a precise and durable roadmap to achieve those goals. We will show you how properly managed wealth can empower you to enjoy more of your prosperity and the opportunities it offers.
Deeply experienced in working with individuals, families and business owners, we can guide you through a disciplined process of effective planning and investment management.
With your best interests as our priority, we are committed to prepare you for important financial decisions, ensuring that each step you take is aligned with your intended legacy.
We listen to our clients, bringing to bear our years of experience to fully understand the unique dynamics they face, resulting in mutual bonds that embody our genuine care for their well-being and success.
We thrive on providing an exceptional client experience that builds both confidence and positive results, and earns the loyalty of our clients through our integrity and honesty.
We extend our team-oriented culture to work closely with our clients and their trusted advisors, focusing on our shared moral compass of serving the best interests of each client.
As our clients’ needs change from one generation to the next and as the world around us advances, we respond and lead, always improving upon what we have done before.
Through Dynasty, Great Diamond has access to a full array of objective investment research and proprietary analytical tools. These advantages enable us to offer our clients more efficient, cost-effective and comprehensive services. Most importantly, this open architecture ensures our ability to serve our clients as fiduciaries.