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.

A photo of woman and her child at the beach.
Sunset over the ocean

Investment Consulting

You’ll have peace of mind knowing that we 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.

Sailing on a sailboat out on the ocean

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.

lobster boat moored at sunset

Relationship Management 

As our client, your relationship with Great Diamond Partners reflects your values and needs. Our dedication to exceptional client experience is rooted in a philosophy of stewardship and is designed to help you develop and preserve your legacy. It all starts – and then continues – with meaningful conversations that lead to a deep understanding of your unique situation and goals. As we build a lasting partnership, we work together to continue to meet your evolving needs. Throughout, with transparency and proactive communication, you’ll know the “why” behind our recommendations and what’s around the next corner.

This approach extends to the interaction between you, your other trusted advisors, and our network of experts. Coordination and collaboration with your full team leads to better outcomes and peace of mind that we are taking care of the many moving parts in your life.

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.