Diamond Wealth Partners

The firm is a solo independent registered investment adviser serving a very small client base that includes individuals, high‑net‑worth households, corporations and other investment advisers. It provides comprehensive financial planning and discretionary portfolio management with an emphasis on retirement planning and wealth preservation, and offers services for employer‑sponsored plans and rollover analysis.

The adviser operates primarily in a virtual model, using a goal‑based planning process to develop personalized investment policies that align clients’ time horizons, risk tolerance and liquidity needs, and then implements those policies on a discretionary basis. For implementation the firm relies on a digital custody platform and accesses third‑party model portfolios through a model marketplace; it also offers financial planning engagements on hourly, flat‑fee and subscription bases.

Noteworthy distinctions from many peers include the firm’s very small scale (a handful of client relationships and roughly $1 million in reported AUM) and its participation in the custodian’s match and technology programs, which provide platform support and compensation contingent on asset thresholds and include a disclosed potential termination fee if matched clients are moved off the platform within five years. The brochure also discloses prior civil judgments involving the firm’s principal and describes potential conflicts around retirement plan rollovers and platform incentives that the firm says it will analyze and mitigate when making recommendations.