Managing Wealth Through Life's Transitions

Portfolio management, financial guidance, and estate planning strategies

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Herb Diamant pointing at financial plans on desk

Coordinated plans to integrate your financial strategies

Planning

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Creative solutions to meet your unique goals and needs

Investments

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Education to build confidence in your financial future

Resources

Managing wealth through life's transitions

We have one mission at Diamant Asset Management – to make life's transitions as smooth as possible. We see you through changes with thoughtful planning, gentle guidance and seasoned expertise and provide creative investment solutions across a range of complex financial matters.

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Our Story

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.

Our Team

Information is power

Creative solutions to your wealth management needs

We're ready to listen.

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