A Better Approach
to Building Wealth.
We manage wealth with a customized portfolio exclusively for you.
No two strategies are the same.
Why Diamant?
We don’t invest for the masses.
We invest for you.
At the big firms, your portfolio looks like everyone else’s. At Diamant, every investment strategy is built from scratch - tailored to your goals, your timeline, and your life.
Customized Portfolios
No model portfolios. No formulas. Every strategy is built exclusively around you.
Personal Relationship
You get 1:1 access to your portfolio manager. Not a call center. Not an assistant.
Guidance through life’s transitions
As life shifts, your strategy follows. We grow with you through every stage.
Our Partnership Approach
Preparing You
for What’s Ahead.
At Diamant Asset Management,
we help you consider new possibilities
for your wealth, your future, and the people
who matter the most.
Conservative, long-term private wealth management with a dedicated portfolio manager who grows with you over time.
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Income-focused strategies that protect and sustain your wealth through every stage of retirement.
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Expert guidance for beneficiaries and families navigating inherited wealth, trusts, and generational planning.
Learn MoreOur Team
You’re not hiring a firm. You’re hiring people you trust.
Herb Diamant
Portfolio Manager & Principal
• Second generation
• 40+ years experience
Sheila Morgan
Portfolio Manager
• Second generation
• 40+ years experience
Jeff Speight
Portfolio Manager
• Second generation
• 40+ years experience
Let’s Talk
Ready to have a real conversation
about your financial future?
Most of our clients come to us through someone they trust.
If that’s you, we’d love to meet. No obligation — just a conversation.
203.661.6410
440 Main St Suite 201, Ridgefield, CT 06877
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