Company intelligence
Diamond Wealth Advisors
True wealth is more than just money. It’s freely living your life. It’s leaving a legacy for the next generation.
About Diamond Wealth Advisors
We provide clarity to your life through the creation of a financial strategy tailored to what is important to you, empowering you to gain control over your finances, resulting in greater confidence when making life decisions. You are intelligent, hard-working and successful, which means time is a precious commodity. Whether you are looking to create or preserve wealth, our mission is to free up your time so you can focus on what’s important to you. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, A division of CWM, LLC, is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness. Endorsements, recommendations, or reviews received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience. No compensation was provided directly or indirectly to the promoter for the endorsement, recommendation, or review received.
Verified activity
Signals from Diamond Wealth Advisors
2 published signals
Presence & Recognition
Diamond Wealth Advisors hosted an ice cream social for incoming freshman students at Shippensburg University of Pennsylvania.
Reported by Jim DeGaetano, CFP®, CPA, CEPA, MBA
Research & Knowledge
Diamond Wealth Advisors notes that the final four months of the year saw a 10 of 11 past instances where the final four months gained in 10 of 11 past instances, with the S&P 500 up about 3% with one trading day left.
Reported by Diamond Wealth Advisors