Overview

Diamond Client Group is a strategic planning firm focused on solving problems for small business owners and the high net worth. Our advisors and staff work collaboratively to create comprehensive solutions for various target markets. The president of the firm specializes in affecting small businesses through tax strategies, employee incentives, succession planning, and structure/leverage of the business. The team also excels in estate planning considerations, retirement planning, physicians, commercial and residential real estate investors, private equity, and more.

We hope to expand our business through purchasing a large book of GDC business or merging and cross-selling with comprehensive financial planning. While we do not have a large GDC book, our firm has a tremendous amount of insurance and fee-based planning revenue. Our firm is expanding rapidly, and we are ready to take on the next level of asset management and provide those clients with added services.

Market
RIA
Member Level
Premier
Last Activity
this week
Listing Age
906 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...