What We Do

At Diamond Wealth Management we understand that each client's financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. We address the issues that most successful families encounter included but not limited to:

  • 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