Diamond Wealth Revenue and Competitors

Diamond Wealth Strategies is a boutique advisory firm comprised of elite wealth and estate planning professionals with a national presence. Our sole focus is in meeting the goals and objectives of high and ultra high net worth individuals and families in addressing the many tax, asset protection and wealth preservation challenges they face. Our expertise is in the areas of estate planning, retirement planning, executive compensation, business succession and philanthropy. Diamond Wealth Strategies does not replace a client's legal, tax, or financial advisors. Instead, we work closely with a client's existing advisor network to best develop and implement innovative wealth, gift, and tax planning strategies. We have assembled a team and surrounded ourselves with some of the top experts in the country which has made us a destination for advisors throughout the United States in the high net worth and ultra high net worth community. Our partner, Synergy, was recognized for its insurance innovations when it received the 2013 award for Best High Net Worth Insurance Firm in the United States by Private Asset Management, a publication of Institutional Investor. Further, our team's subject matter expertise is seen in publications such as Trust & Estates, Institutional Investor, Wealth Strategies Journal as well as the American Bar Association. In addition to the intellectual capital we have assembled, our staff is comprised of highly trained and experienced professionals dedicated to providing a concierge level of service to all of our professional advisors and their staff. We are headquartered in Northbrook, IL with offices in New York, Phoenix, and San Diego.