The Diamond Group Wealth Advisors

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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.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
10/20/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

A disability could keep you from work and increase costs. How can you protect yourself?
10/17/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

The financial risks to consider when evaluating self insurance?
10/16/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
10/15/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

10/13/2026

IN THE NEWS!

Exciting things are happening at The Diamond Group Wealth Advisors!

Following our recognition as an LPL Achieve Top Grower Award recipient for 2025, we're celebrating another milestone: the growth of our team and the community we serve!

We're delighted to welcome Anh Vong, our newest LPL Registered Client Service Associate, who will support our investment advisory clients, and celebrate Dylan Gois' promotion to Wealth Advisor. Together, they bring fresh perspectives, expanded expertise, and a shared commitment to delivering thoughtful, personalized client service.

But beyond the milestones, what matters most is why we grow. ❤️

It's about meaningful relationships, thoughtful guidance, and being there for you through moments that matter most:
Growing your business,
Caring for your family and
Safeguarding your financial future.

To our clients, family, friends, and Savvy Women Community, thank you for being part of our journey. We're excited for what's ahead!

📰 Read our latest press release, published on AP News:

https://apnews.com/press-release/ein-presswire-newsmatics/press-release-c1dd90eef11c88ad44ac373f4177e6e9

Your credit score may impact what you pay for auto and home insurance.
10/13/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Learn the language of life insurance.
10/10/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
10/09/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Should you give to your family now, or leave it for later? 🤔It’s one of the most common estate planning questions we hea...
10/08/2026

Should you give to your family now, or leave it for later? 🤔

It’s one of the most common estate planning questions we hear from Danville, San Ramon and Tri-Valley families.

Join Marilyn Suey and estate planning attorney Robert J. Silverman for a Lunch & Learn on:

✔️ Lifetime gifting vs. leaving an inheritance
✔️ Ways to address creditor and marital claims
✔️ Considerations for highly appreciated assets, including the “step-up” in basis
✔️ Bringing philanthropy into your legacy plans, plus more!

📅 Fri, Oct 23 | 11:00 a.m.–1:00 p.m.
📍 San Ramon

Reserve free now: https://conta.cc/4zfvWEG

Email from Marilyn Suey lifetime gifting, creditor and marital considerations, and appreciated assets. Fri Oct 23 | San Ramon.     PRESENTS           “Should I help my children now, or leave everythin

There are thousands of Exchange Traded Funds available. Should you invest in them?
10/08/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

Address

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

Telephone

+19252190080

Website

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