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 products 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 to 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’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.