Managing Wealth Through Life's Transitions

Established in 1974 by David Diamant, our firm was built on a foundation of family and friendships with ethics and integrity as our guiding principles. This relationship approach means we're doing what is in your best interests at all times. As an independent, fee-only, Registered Investment Advisor, we take our fiduciary responsibility seriously and act as a guardian and steward of your wealth.

Since 1974, we have been conveniently located in the center of Greenwich at 170 Mason Street. Our team of experienced advisor spans generations and provides financial perspectives to your family members, across various life stages.

We welcome your phone calls or visit us in our comfortable office where you'll enjoy the friendly, family-like atmosphere.

Managing wealth through the transitions of life. It's what inspires us to do what we do every day.