Diamond Wealth Management

Financial ServicesNevada, United States2-10 Employees

Diamond Wealth Management is an independent financial services firm offering comprehensive wealth management for affluent families, physicians, business owners, corporations, and executives. Its approach emphasizes a coordinated, plan-driven process in which the advisory team collaborates and an accountability partner helps clients manage risk, optimize taxes, and pursue growth and transfer of wealth and business. The firm notes that its clients aim to live the life they have planned, and describes its role as a long-term, consistent advisor.

Based in Las Vegas, Nevada, the firm operates within the Carson Group ecosystem, with investment advisory services provided through CWM, LLC, an SEC-registered adviser, and Carson Group Partners serving as a nationwide network of affiliated advisors. Its services cover a wide range of wealth concerns, including financial planning, investment management, retirement plan selection, tax planning, executive compensation, risk management and insurance planning, business exit planning, corporate benefit issues, education planning and gifting, banking and credit management, asset titling and protection, charitable giving, and estate distribution.

Sign up for free to view info

Email Format Employee directory