The experience you need to build a legacy.

A commitment to stewardship guides us.

Great Diamond Partners began with the vision that there could be a better way for clients to experience wealth management services. We evolved out of the strict confines of traditional wealth management to forge our own path and create an independent firm with a commitment to client stewardship and a strong foundation of core values.

Teamwork is central to the culture at Great Diamond Partners. Each advisor brings different strengths to the table and collaborates to serve the needs of each client. This alchemy creates a more holistic client experience and a firm that is greater than the sum of its parts. We lead with empathy and we adapt as needs change. We are curious to learn about and understand our clients’ values, priorities, and needs. Our team of advisors offers expertise, clarity, and compassion as you navigate your wealth management and financial planning goals.

We are the people who will be in your corner, at your kitchen table, and in your huddle as you discuss the things that are most important to you. We are committed to clear communication, transparent sharing of information and building lasting relationships.

Couple away walking arm in arm on a path in the woods

We lead with empathy in everything we do.

We are here to listen carefully to our clients. With our experience and expertise, we fully explore the dynamics and challenges of their lives so we can better serve their goals. Working closely together nurtures a unique bond, based on genuine caring. 

Business person discussing something and reviewing paperwork with a couple opposite him who appear happy.

We are committed to providing a better client experience.

We thrive on providing an exceptional client experience that builds both confidence and positive results, and earns the loyalty of our clients through honesty and transparency.

Working together, collaboration with Bevin, Steve, Wyatt

We collaborate as a team and with our clients.

We have built a team-oriented culture, where our advisors collaborate easily and freely to serve our clients. That culture extends to working closely with our clients and their network of trusted advisors, where we focus on our shared moral compass of serving the best interest of each client.

Advisors - Wyatt, Joe, Helen, Steve, Joe

We evolve.

Just like our clients’ lives continue to evolve, so do we. As needs change from one generation to the next and the world around us advances, our team is committed to growing, learning, and improving to always be ready to respond however we are needed.

Together, we can build a financial future that reflects your goals.