FL 941-960-5012 NC 919-606-4547
About Us
Diamond & Associates Wealth Management is a trusted wealth management firm based in Sarasota, Florida and Chapel Hill, NC. With over 50 years of combined experience, Karen and Hantz are dedicated to helping you navigate the complexities of wealth management by providing personalized, strategic advice tailored to your financial goals. With a deep understanding of investment planning, tax strategies, and estate preservation, they focus on creating a comprehensive plan that aligns with your unique circumstances. By leveraging their expertise in market trends and risk assessment, they help optimize your portfolio for long-term growth while ensuring financial security. Whether you're looking to build wealth, protect your assets, or plan for retirement, Karen and Hantz offer a collaborative and client-centered approach to guide you through every stage of your financial journey.
Karen L. Diamond CFP® MBA
Investment Advisor
Our team at Diamond & Associates Wealth Management brings together a wealth of experience and knowledge in financial management. We are dedicated to providing specialized guidance in investment planning, risk assessment, and staying abreast of market trends to effectively manage and grow our clients' wealth.
Hantz D. Serrao CFP® CPA MBA
Investment Advisor
Our team at Diamond & Associates Wealth Management brings together a wealth of experience and knowledge in financial management. We are dedicated to providing specialized guidance in investment planning, risk assessment, and staying abreast of market trends to effectively manage and grow our clients' wealth.
Who We Serve
At Diamond & Associates Wealth Management, we work with individuals, families, and businesses to help them achieve their financial goals. We understand the unique needs of each client and tailor our services to provide personalized financial solutions.
How We Work
We adopt a comprehensive approach to financial consulting, focusing on understanding our clients' objectives, assessing their risk tolerance, and developing customized strategies to meet their needs. By staying proactive and adapting to market changes, we strive to ensure the sustained growth and protection of our clients' assets.
Benefits of Partnering with Us
Partnering with Diamond & Associates Wealth Management offers you the advantage of having a committed team dedicated to your financial success. We aim to provide peace of mind by offering sound financial advice, personalized investment plans, and a proactive approach to preserving and growing your wealth.