Great Diamond Partners, LLC

Great Diamond Partners serves individuals (both non‑high‑net‑worth and high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, business transition planning, and insurance advisory services. The firm also offers fee‑based insurance products and access to model portfolios and third‑party managed investment programs through its relationship with Dynasty Financial Partners.

Great Diamond typically manages accounts on a discretionary basis and constructs allocations across equities, mutual funds and ETFs, fixed income, alternatives, structured products and, where appropriate, digital assets, with models that span conservative to aggressive risk profiles. The firm can delegate day‑to‑day trading authority to Dynasty Wealth Management or other independent third‑party managers via the Dynasty TAMP, and it discloses that platform and independent manager fees are charged in addition to its advisory fee.

Distinctive features include its recent founding in 2019 and its scale—approximately $804 million in discretionary AUM managed by an eight‑adviser team—alongside business arrangements that are less common among peers, such as financing and revenue‑sharing notes facilitated through Dynasty affiliates and a policy of paying employee referral incentives. The firm also discloses the use of endorsements and testimonials in its advertising, a practice that is uncommon among similar team firms and may be meaningful to prospective clients assessing marketing claims.