Diamond Wealth Management

We are an independent firm focused on comprehensive Wealth Management for Affluent Families, Physicians, Business Owners, Corporations and Executives. Guiding people through the process of transforming hard earned wealth into lasting legacy is what has attracted our Advisors to the financial services industry. That same passion is what drives every decision they make. Diamond Wealth Management Advisors believe that with a clearly defined coordinated plan of execution, advisors working together and an accountability partner our clients can best manage risk, gain tax efficiencies and maximize the growth and transfer of their wealth and business. Our clients’ goal: Live the life they’ve planned for. Our goal: Be your advisor for life. We address the following wealth management issues: Financial Planning Investment Management Retirement Plan Selection Tax Planning Executive Compensation Risk Management & Insurance Planning Business Exit Planning Corporate Benefit issues Education Planning & Gifting Banking & Credit Management Asset Titling & Protection Charitable Giving Distribution of Estate issues Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Websites: Company: FINRA: SIPC: