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Tag: diamond

Diamond Wealth Advisors joins nationwide network

Carlisle-based Diamond Wealth Advisors, a financial planning and wealth management business, has joined Carson Group’s nationwide network of 130 partners.

With more than $200 million in assets under management, Diamond Wealth Advisors remains independently owned by the firm’s CEO, founder and wealth adviser, Jim DeGaetano.

“As a partner firm, Jim and his team now have access to fully integrated technology, investments and advanced financial planning solutions that will allow them to deliver a superior client experience,”Gregg Johnson, national sales director for Carson Group, said in a release. “Paired with the support of Carson’s entire team of M&A experts, they also have the support they need to grow their business.”

DeGaetano is already expanding the firm’s reach and services.

“Since coming on board, we’ve been able to fully plug into Carson’s entire ecosystem of technology, investments, marketing and M&A support and have seen an immediate impact in our business,” DeGaetano added. “We know that this partnership will have a tremendous effect on our firm’s future growth and the individuals and businesses we serve.”

Carson Group, based in Omaha, Nebraska, manages $20 billion in assets and serves more than 42,000 client families across the U.S.

Paula Wolf is a freelance writer

Carlisle wealth advisement firm announces partnership with national group

Carlisle-based financial planning and wealth management firm, Diamond Wealth Advisors, announced that it will be partnering with a national advisory firm group. 

Diamond said on Wednesday that it will be joining Carson Partners, a community of firms based in Omaha, Nebraska. 

Diamond has approximately $200 million in assets under management. As a Carson Partner, the firm will receive support from everything from marketing and technology to compliance and investment. 

As a partner, Diamond Wealth Advisors will remain independently owned. 

“Carson Partners aligns with our values perfectly. This strategic partnership will help us strengthen our outstanding client services to make even more of a positive impact on the individuals and businesses we serve,” said Diamond Wealth Advisors CEO, founder and wealth advisor, Jim DeGaetano. 

Carson Partners is a subsidiary of Carson Group, which manages $20 billion in assets and serves more than 40,000 clients across the country.  

“We are pleased to welcome Diamond Wealth Advisors to the Carson Partners family. We look forward to providing support as the firm continues to grow and thrive,” said Ron Carson, Carson Group founder and CEO.