Blue Diamond Wealth Management has decades of experience developing strategies centered on long-term planning and risk management.
Our collaborative approach creates customized financial plans with depth and clarity, examines every facet of your personal & long-term goals, and provides you with a sound plan designed with the goal of preserving and growing your assets year after year. Each member of our team has a distinct expertise, and we coordinate our recommendations with your attorney, accountant and other professional advisors to help you pursue financial success.
“As your professional financial leaders, you can expect open communication, ongoing portfolio monitoring and a steady focus on your best interests.”
— Angelo R. Imbrogno | Founder & President
Any attorneys, accountants or other professional advisors with whom we coordinate are independent third parties and are not affiliated with, endorsed by, or supervised by LPL Financial.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
OUR TEAM
At the heart of Your Blue Diamond Experience
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Our 5-Step Financial Planning Process
DETERMINE FINANCIAL OBJECTIVES
Through in-depth, one-on-one conversation, we identify the financial needs and objectives that are important to you. We explore several areas of your financial position and determine exactly how you need your portfolio to work for you. We prioritize each of these items as they ultimately form the basis and foundation of your financial plan.
FINANCIAL PLAN ANALYSIS
We analyze and evaluate your entire financial status. We carefully examine your current assets, liabilities, income needs, taxes, risk tolerance and previous investment experiences. Most importantly, we identify financial strengths and challenges as they relate to your goals and objectives.
PLAN DISCUSSION
After thoughtful preparation, we present a formal financial plan utilizing the strategies specifically designed for you. We have an in-depth discussion, so that you fully understand and are comfortable with how it works. We review supporting rationale, our asset management discipline, fees and ongoing services, so that you can make an educated and well-informed decision.
PLAN IMPLEMENTATION
With your support and approval, we move forward with plan implementation. As we put your plan into action, our goal is to meet your objectives, achieve your plan’s full potential and provide you with personalized, professional service.
ONGOING PORTFOLIO REVIEWS
The final step of the process is ongoing. It involves consistent, thoughtful reviews of your plan and continuing evaluation of your portfolio’s performance. We determine how these relate to your original goals and identify any new goals as the needs of you and your loved ones change.