Diamond Wealth Management, LLC

Noel Cajigas is a financial advisor at Diamond Wealth Management, LLC in Denver, CO, with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Northpointe Investment Partners LLC and Ensign Wealth Advisors LLC. In addition to his advisory role, he spends approximately 10% of his time on insurance product sales and services. Diamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and consulting services. The firm manages roughly $183 million in assets using fundamental, technical, and cyclical analysis and is notable for its active role advising private placement funds and offering model allocations that include limited exposure to blockchain-focused ETFs.

Arthur Smithee is a financial advisor with Diamond Wealth Management, LLC, holding Series 63 and 65 licenses and bringing 36 years of industry experience. He has held roles at multiple firms, including Berthel Fisher & Company Financial Services and BFC Planning, and currently manages medical device companies Novox LLC and Omninox Technologies LLC. Smithee also serves on the board of Zellim, Inc., a software development company. Diamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, providing discretionary portfolio management, financial planning, and advisory services. The firm manages approximately $183 million in assets and employs a range of investment strategies, including fundamental, technical, and cyclical analysis, with active involvement in private placement funds and governance matters.

Ronald Sperry is a financial advisor at Diamond Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. and several other advisory firms. Outside of his advisory role, he is involved as a health researcher at Bateman Home Center in Draper, UT. Diamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and consulting services. The firm manages approximately $183 million in assets and employs fundamental, technical, and cyclical analysis, with a focus on advising private placement funds and offering exposure to blockchain-focused ETFs.

Jonathan Gardner is a financial advisor with Diamond Wealth Management, LLC in Tucson, AZ, holding Series 65 and Series 66 licenses and seven years of industry experience. Prior to joining Diamond Wealth Management in 2018, he worked at Raytheon and the University of Arizona. Outside of his advisory role, he serves as PTA president for Cedar Ridge, delegating activities to board members. Diamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary portfolio management and advisory services. The firm employs fundamental, technical, and cyclical analysis to manage client portfolios and actively advises private placement funds focused on lower- and middle-market investments.

David Hill is a CFP® with 25 years of industry experience, currently serving as an advisor at Diamond Wealth Management, LLC. He has worked at Silverhill Life, LLC since 2018 and has been an independent insurance agent since 2011. Diamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and advisory services. The firm manages client portfolios using fundamental, technical, and cyclical analysis and offers specialized advisory services to private placement funds focused on lower- and middle-market investments.

Richard Simons is a financial advisor at Diamond Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Capital Guardian Wealth Management and Odyssey Aviation LLC. Outside of finance, he is the owner and manager of Northern Peaks Soccer Club LLC. Diamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary portfolio management, financial planning, and advisory services. The firm employs fundamental, technical, and cyclical analysis in managing client portfolios and provides ongoing advisory support to private investment clients, including involvement in governance and cash-management decisions for private placement funds.