Company Overview
- Headquarters
- 22 Monument Sq, Suite 300, Portland ME
- Website
- greatdiamondpartners.com
- Phone
- (207) 274-2500
- Employees
- 9
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Great Diamond Partners
Great Diamond Partners is a registered independent wealth management firm based in Portland, Maine. The company employs 9 people and generates $2.5 million in annual revenue. Great Diamond Partners specializes in serving sophisticated clients and their families, focusing on their financial and lifestyle needs. Their services include wealth preservation, growth, protection, and transfer, with a unique emphasis on charitable giving. The firm is committed to integrating charitable giving into its planning services, reflecting both the importance clients place on this aspect and the team's dedication to community service. Great Diamond Partners, LLC is registered as an investment adviser with the SEC. For more information, visit greatdiamondpartners.com.
Company Leadership
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