The Diamond Group Wealth Advisors

The Diamond Group Wealth Advisors Customs plans for every stage of your life. Our clients understand that their wealth is more than their money. Securities offered through LPL Financial.

The Diamond Group is an independent wealth management firm that empowers its clients to design and define their ideal lifestyles starting today, for tomorrow and for life. We follow a disciplined planning system, “Your Prosperity Blueprint Process”, that enables our clients to design their customized plan which will guide them as they travel on the road toward financial independence. Working with

us, using our Prosperity Blueprint Process, we collaborate and support our clients to take care of their families, and the people and causes they care about deeply. Your Prosperity Blueprint includes your overall plan, a wealth accumulation strategy and tactics; wealth protection strategy and tactics and a wealth preservation strategy and tactics that serve you and your family. We collaborate with you every step of your journey to keep you on the road toward financial independence. Please give us a call to see if we are a good fit to support you as you design your ideal lifestyle. Member FINRA/SIPC. www.finra.org, www.sipc.org. Investment advice offered through Mariner Independent Advisor Network, a registered investment advisor. Mariner Independent Advisor Network and The Diamond Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
09/03/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
09/01/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
08/29/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/28/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
08/27/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
08/25/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Here are a few key factors to consider when naming an executor for your estate.
08/22/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
08/21/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
08/20/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
08/18/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Address

6101 Bollinger Canyon Road, Suite 367
San Ramon, CA
94583

Telephone

+19252190080

Website

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