Overview

Diamond Wealth Advisors is looking to potentially buy a practice that fits well with our philosophy of helping clients financially in a holistic manner through active listening, active planning, and active wealth management. The ideal practice would have average AUM above $500k per household and looking to find a firm that understands our role is more than money management, but where life intersects finances. We offer tax planning, education planning, as well as ensuring that those left behind in the event of premature death have an adequate estate plan. In other words, we help through all stages of life. The President, Jim DeGaetano, Jr. is a CPA, CFP(r), MBA, 40 years old and looking to grow smartly by finding the right fit.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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