Diamond Wealth Strategies

Diamond Wealth Strategies is a boutique advisory firm based in Northbrook, Illinois. With a team of three employees, the company specializes in serving high and ultra high net worth individuals and families. Their core offerings encompass a range of wealth management services, including estate planning, retirement planning, executive compensation, business succession, and philanthropy. Diamond Wealth Strategies emphasizes collaboration with clients' existing advisory networks, working to develop and implement innovative wealth, gift, and tax planning strategies. The firm prides itself on its team of experts, including its partner Synergy, recognized for its insurance innovations with the 2013 Best High Net Worth Insurance Firm award from Private Asset Management. Diamond Wealth Strategies' team's knowledge is also reflected in publications like Trust & Estates, Institutional Investor, Wealth Strategies Journal, and the American Bar Association. Diamond Wealth Strategies can be reached through their website at diamondwealthstrategies.com.