Diamond Wealth

Diamond Wealth Strategies is a boutique advisory firm comprised of elite wealth and estate planning professionals with a national presence. Our sole focus is in meeting the goals and objectives of high and ultra high net worth individuals and families in addressing the many tax, asset protection and wealth preservation challenges they face. Our expertise is in the areas of estate planning, retirement planning, executive compensation, business succession and philanthropy. Diamond Wealth Strategies does not replace a clients legal, tax, or financial advisors. Instead, we work closely with a clients existing advisor network to best develop and implement innovative wealth, gift, and tax planning strategies. We have assembled a team and surrounded ourselves with some of the top experts in the country which has made us a destination for advisors throughout the United States in the high net worth and ultra high net worth community. Our partner, Synergy, was recognized for its insuran...