By enhancing our wealth management services with advanced technology and our unwavering commitment to stewardship, we help our clients identify their financial objectives. Together, we then create a durable roadmap to help them meet those goals.
As part of our commitment to transparency, you can expect us to communicate often with you about your financial well-being and to review your accounts with you whenever you would like more information.
Investment Consulting
You’ll have peace of mind knowing that we will devote our expertise and personalized attention toward managing your investments. As an independent firm, we have access to best-in-class investment solutions on your behalf, from any provider.
We will always take the time to explain our choices and recommendations so that you’ll feel knowledgeable and in the loop about your financial picture.
Advanced Planning
We recognize the many transitions that our clients navigate in their lifetimes and are honored to support and guide you through both the challenges and the celebrations. Our advisors invest in getting to know you, your business, and your family as you strive to build your legacy.
Our approach begins with a discovery meeting that thoroughly explores your values, family situation, financial circumstances, and expectations for the future. Collaborating with your other resources and advisors, we will help you create a roadmap to achieve your targeted outcomes. More importantly, your individualized plan will be regularly updated to reflect the realities of life and evolving circumstances.
Business Transition Planning
The Great Diamond team has extensive experience preparing business owners and their families to navigate the emotional and financial decisions inherent in generational transfers and outright sale of the family business.
We’re here to guide you through the entire process, discussing every viable option before making a recommendation for the most beneficial transfer. As needed, we’ll work closely with your other trusted advisors as well as third-party experts, to create a collaborative and coordinated effort.
We are driven by conscious capitalism.
Conscious Capitalism is a philosophy based on the simple idea that when practiced consciously, business can elevate humanity.
