A rough diamond is full of potential, but it’s only in the hands of a highly skilled craftsman that it can begin to shine.
At Diamond Private Wealth Partners, we want you to think of us as your diamond makers. We are in it for the long haul to help you realize your full potential throughout your life’s journey. Providing tailored advice and familial service is at the forefront of everything we do. Through our process we can help you reach the brilliant life you envision.
This is how we’ll get you there …
Mining a diamond involves removing the layers of sand and rock and extracting it in its raw form.
Diamond extraction: /The Discovery Process/
We will dive beneath the surface and have a meaningful conversation about what is most important to you. We learn what you want to accomplish, understand where you want to go, and uncover anything that may derail you.
To ensure the greatest clarity, the diamond cutter marks the stone. This step ultimately determines the best cut for the diamond to maximize its end value and appearance.
Marking the stone: /Financial Plan Delivery/
We will review your documents, help you understand the baseline of where you are now, and mark out where you want to go. This is where your financial plan begins to take shape. We won’t just hand over a document – we’ll have a real conversation about it all. We’re not afraid to discuss the difficult decisions and tradeoffs to help you reach the full potential of your future.
Some specific topics we’ll discuss include:
- SPENDING, SAVING & INVESTING What’s working and what isn’t
- TAX EFFICIENCY Putting the suitable strategies in the right places to help you pay less and save more
- BORROWING SMARTER Managing debt and using loans in intelligent ways
- MANAGING RISK Insurance needs and legal documents to protect what you care about most
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Each diamond is completely unique, and all cutting angles need to be executed with great precision to achieve the desired result.
Making the cut: /Investment Plan/
We will craft a highly customized investment strategy for you that aligns with your financial plan. We’ll explore a variety of investments and portfolio options to understand your preferences. This is where we put your financial plan into action.
Also known as brillianteering, the diamond’s facets are cut and shaped to ideal proportions to achieve maximum brilliance and fire to capture our eye through bursts of light and color.
Creating facets & making it shine: /Implement & Monitor/
Unlike a diamond, your financial plan is never set in stone. So we help plan the best course of action to succeed, but sometimes life may throw you a curveball. Together, we’ll adjust to our ever-changing world. We want to be there for all of your milestones, both personal and financial, as our greatest success is seeing you through yours.