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.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
06/18/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
06/16/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
06/13/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

06/12/2026

Find out whether you are insurable before implementing a strategy using life insurance.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
06/11/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Another "Ask Marilyn" reel for you.Keep asking, keep learning and keep moving forward.For any questions on retirement, M...
06/10/2026

Another "Ask Marilyn" reel for you.

Keep asking, keep learning and keep moving forward.

For any questions on retirement, Medicare, Social Security and more, email them to [email protected] or call 925-219-0080.

Will my money last as long as I do?That is one of the most common ...

There are four basic steps to calculating the value of an estate.
06/09/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Watch the latest blogcast on ROTH IRA!Keep sending your questions to marilyn.suey@diamondgroupwealthadvisors.com
06/09/2026

Watch the latest blogcast on ROTH IRA!

Keep sending your questions to [email protected]

Could a Roth IRA play a role in your retirement strategy?In this ...

There are ways to protect your business in the event of your death or the death of a partner.
06/06/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

Does your insurance cover you if you get into an accident with an uninsured driver?
06/05/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Address

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

Telephone

+19252190080

Website

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