We design customized solutions.

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. We schedule regular account reviews which include a detailed overview of your fees. Your needs are always our top priority.

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Three people sitting at a desk, a couple, and their financial consultant. They are discussing something on a piece of paper.

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.

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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. Collaboration is central to our process and we work in concert with your network of other advisors, such as attorneys and accountants, to help you create a roadmap to achieve your financial objectives. More importantly, your individualized plan will be regularly updated to reflect the realities of life and evolving circumstances.

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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 business.  

We’ll 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.

Capitalism works. Period. Its power to positively change lives is unparalleled. But misuse of capitalism’s power by some has led to negative stereotypes such as greed, misconduct, and exclusion. There is a better way to be a capitalist. A way that will create a better world for everyone. A way forward for humankind to liberate our collective entrepreneurial creativity so we can be free to solve the many challenges we face. Conscious Capitalism provides that path.