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    Diamond Wealth Management

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    Description

    • We are an independent firm focused on comprehensive Wealth Management for Affluent Families, Physicians, Business Owners, Corporations and Executives.Guiding people through the process of transforming hard earned wealth into lasting legacy is what has attracted our Advisors to the financial services industry. That same passion is what drives every decision they make. Diamond Wealth Management Advisors believe that with a clearly defined coordinated plan of execution, advisors working together and an accountability partner our clients can best manage risk, gain tax efficiencies and maximize the growth and transfer of their wealth and business. Our clients goal: Live the life theyve planned for. Our goal: Be your advisor for life. We address the following wealth management issues: Financial Planning Investment Management Retirement Plan Selection Tax PlanningExecutive Compensation Risk Management & Insurance Planning Business Exit PlanningCorporate Benefit issues Education Planning & Gifting Banking & Credit ManagementAsset Titling & Protection Charitable Giving Distribution of Estate issuesSecurities Offered Through First Allied Securities, Inc., Member: FINRA/SIPC. Advisory Services Offered through First Allied Advisory Services Inc. and Lakeside Wealth Management Group LLC, both registered investment advisors. Lakeside Wealth Management is not affiliated with First Allied Securities, Inc. and First Allied Advisory Services, Inc. Specialties: Fee based planning and alternative investments. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.Websites: Company: www.diamondwm.comFINRA: www.finra.orgSIPC: www.sipc.org
    • location

      Headquarters:6910 South Cimarron Road Suite #210, Las Vegas, Nevada, United States

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    • Diamond Wealth Management phone

      Phone Number: +1 702-451-8099

    • Diamond Wealth Management website

      Website: https://www.diamondwm.com

    • Diamond Wealth Management employees

      Employees:8

    • Diamond Wealth Management revenue

      Revenue:$1 - 10M

    • Diamond Wealth Management legal name

      Legal Name:Diamond Wealth Management

    • Diamond Wealth Management's Social Media

      Diamond Wealth Management linkedin
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    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Diamond Wealth Management

    Cepa Scharadin

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Marquise Thompson

    Director

    Jen Jones

    Director Of Client Services

    Ron Sperry

    Private Wealth Manager

    Shelley Lutz

    Client Relationship Manager

    Frequently Asked Questions regarding Diamond Wealth Management

    • Where are Diamond Wealth Management's Headquarters?

      Diamond Wealth Management's Headquarters are in 6910 South Cimarron Road Suite #210,Las Vegas,Nevada,United States

    • What is Diamond Wealth Management's phone number?

      Diamond Wealth Management's phone number is +1 702-451-8099

    • What is Diamond Wealth Management's official website?

      Diamond Wealth Management's official website is https://www.diamondwm.com

    • What is Diamond Wealth Management's Revenue?

      Diamond Wealth Management's revenue is $1 - 10M

    • What is Diamond Wealth Management's NAICS code?

      Diamond Wealth Management's NAICS code is 523930

    • How many employees are working in Diamond Wealth Management

      Diamond Wealth Management has 8 employees

    • What is Diamond Wealth Management's Industry?

      Diamond Wealth Management is in the industry of Financial Services

    • Who is Diamond Wealth Management's CEO?

      Diamond Wealth Management's CEO is Cepa Scharadin

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