We bring collaboration and compassion to everything we do.

Our team of advisors is like a family.

Collaboration is intrinsic to our culture. Each of our advisors brings different strengths to the table and together we provide an exceptional level of service. This provides clients with a boutique experience distinguished by our commitment and compassion. Central to our work is our dedication to community service, and we endeavor to connect community with opportunity and clients with financial plans that embody their values. With more than 100 years of combined experience as well as multiple advanced degrees, designations, and licenses, the Great Diamond team of professionals has the proven expertise and intellect to help you build a lasting legacy.

Always looking to prioritize your objectives, we also collaborate with an array of other professionals as needed, including accountants, attorneys, bankers, consultants, insurance professionals and philanthropy specialists.