The Diamond Group Wealth Advisors
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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.
10/03/2026
In the world of finance, the effects of the "confidence gap" can be especially apparent.
10/02/2026
Marriage changes everything, including your insurance needs. Here are some things to look out for.
Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs.
10/02/2026
Give now or leave it for later? It’s a question many families face, and the answer may have important implications for your family, your taxes, and your legacy.
Join us for our upcoming Lunch & Learn: Family Wealth: Give Now or Leave for Later? with estate planning attorney Robert Silverman, Esq.
We’ll explore inheritance planning, estate taxes, lifetime gifting, and wealth transfer strategies to help you better understand your options and start meaningful conversations about your family’s financial future.
🍽️ Come for lunch. Bring your questions. Leave with greater clarity.
Seats are limited. Reserve your spot today.
👉 https://www.diamondgroupwealthadvisors.com/lunch-and-learn or link in comments
Know someone who would benefit from this conversation? Invite them to join you!
You've spent a lifetime building wealth. When is the right time to share it?
Giving during your lifetime can create opportunities for the people you love. Leaving an inheritance can offer different advantages. Understanding the tradeoffs can help you make decisions with greater clarity.
Let's break it all down during our Lunch and Learn event:
Friday, October 23 | 11:00am-1:00pm
3rd Floor Conference room
6101 Bollinger Canyon Rd., San Ramon Ca 94583
Register here: https://www.diamondgroupwealthadvisors.com/lunch-and-learn Or,
Call Chloe at 925-219-0080
Key Takeaways:
- Understand the Pros/Cons of making Lifetime Gifts
-Understand valuable Creditor and Marital Protection for Loved Ones
-Tips on ways to reduce or defer Income Tax on the Sale or Gifting of Appreciated Assets (i.e. "Step Up" in Basis)
Link in comments
10/01/2026
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
Understanding Marginal Income Tax Brackets An inside look at how marginal income tax brackets work.
09/29/2026
You've allocated your assets; you just may not realize it yet.
Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
09/26/2026
09/25/2026
Business owners should consider a succession plan sooner rather than later.
Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
09/24/2026
Even if you’re young and single, you should still consider protecting yourself with insurance.
Insurance Needs Assessment: When You're Young and Single Even if you’re young and single, you should still consider protecting yourself.
09/22/2026
Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
Gap Insurance for Leased Cars If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
09/22/2026
What makes life truly rich? ❤️🐾
From exploring meaningful ways to give back and embracing a longer, healthier life to sharing practical financial tips, this issue of Inside Your Wealth is filled with ideas to help you live with greater intention.
And this month, we're making it a little more personal! Meet the real VIPs behind The Diamond Group Wealth Advisors: our beloved furry family members who bring us endless joy, laughter, and unconditional love. 🐶🐱
Because a rich life is about more than what we accumulate. It's about the people we love, the moments we cherish, and the difference we make along the way.
Now we'd love to hear from you: What makes YOUR life rich? Share a little joy with us in the comments. Bonus points for pet photos! 🐾
We hope you enjoy reading it as much as we enjoyed putting it together!
Read the full issue here: https://conta.cc/4d0JRFT
What Makes Life Truly Rich Email from Marilyn Suey A little inspiration for your wealth, health, and happiness with Inside Your Wealth A PUBLICATION OF THE DIAMOND GROUP WEALTH ADVISORS Moments That Make Your Life R
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6101 Bollinger Canyon Road, Suite 367
San Ramon, CA
94583
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