A complete list of active advisors currently associated with Diamond Wealth Partners
Warmer can help you find a great advisor at Diamond Wealth Partners or one who fits your needs even better.
Diamond Wealth Partners is an independent, single-advisor registered investment adviser that provides comprehensive financial planning and discretionary portfolio management to individuals (including high-net-worth clients), corporations, and other investment advisors. The firm’s services described in the brochure include retirement planning, trust and estate planning, tax planning, cash flow analysis, and consolidated reporting. The firm describes a personalized financial planning process that starts with gathering client goals, time horizons, risk tolerance and liquidity needs to develop an actionable plan and investment policy, and typically implements portfolios on a discretionary basis. Diamond Wealth operates primarily in a virtual manner, uses the Altruist/Apex custodial platform, and may use model portfolios from Altruist’s Model Marketplace while evaluating ETFs, mutual funds, stocks and bonds to align portfolios and manage transition/tax considerations. Notable disclosures in the brochure include participation in Altruist’s Model Marketplace and Match program and receipt of technology “Support Services” tied to maintaining assets on Altruist’s platform; the firm discloses it pays Altruist the greater of 20% of any revenue received or $100 annually and may owe a termination fee if client assets are moved off the platform within five years. The brochure also highlights that custodial account statements are provided directly by Altruist and that these platform arrangements and asset-based incentives create potential conflicts of interest the firm says it seeks to mitigate.
To learn more about the advisors currently working at Diamond Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lodi, WI
| 15
|
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