The Diamond Group Wealth Advisors

The Diamond Group Wealth Advisors

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Customs plans for every stage of your life. Our clients understand that their wealth is more than their money. Securities offered through LPL Financial.

The Diamond Group is an independent wealth management firm that empowers its clients to design and define their ideal lifestyles starting today, for tomorrow and for life. We follow a disciplined planning system, “Your Prosperity Blueprint Process”, that enables our clients to design their customized plan which will guide them as they travel on the road toward financial independence. Working with us, using our Prosperity Blueprint Process, we collaborate and support our clients to take care of their families, and the people and causes they care about deeply. Your Prosperity Blueprint includes your overall plan, a wealth accumulation strategy and tactics; wealth protection strategy and tactics and a wealth preservation strategy and tactics that serve you and your family. We collaborate with you every step of your journey to keep you on the road toward financial independence. Please give us a call to see if we are a good fit to support you as you design your ideal lifestyle. Member FINRA/SIPC. www.finra.org, www.sipc.org. Investment advice offered through Mariner Independent Advisor Network, a registered investment advisor. Mariner Independent Advisor Network and The Diamond Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

11/06/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Just a moment...

Monthly Market Insights | November 2026 11/06/2026

October brought a mixed bag for North American markets. The S&P 500 declined 0.93 percent, while the Nasdaq Composite fell 5.30 percent amid pressure on technology stocks. The Dow Jones Industrial Average, meanwhile, gained 1.70 percent. In Canada, the S&P/TSX Composite rose 1.09 percent. As November gets underway, inflation and developments in artificial intelligence remain important stories to watch. And with the giving season approaching, this month's By the Numbers takes a look at charitable generosity and GivingTuesday. From market performance to seasonal giving, there's plenty to explore in this month's Monthly Market Insights.

Monthly Market Insights | November 2026 The Standard & Poor’s 500 Index slipped 0.93 percent, while the Nasdaq Composite fell 5.30 percent. By contrast, the Dow Jones Industrial Average rose 1.70 percent. The S&P/TSX Composite gained 1.09 percent.1,2

Save a seat for a friend, lunch is on us 11/05/2026

Caring for everyone around you has been your priority. . .

Your children. Your parents. Your partner. Your colleagues and clients who counted on you. Caregiving is something women do beautifully — and too often we put off planning for who will care for us.

Researchers at the Stanford Center on Longevity are asking a big question through their New Map of Life™ initiative: how can we best live a 100-year life? The goal isn’t just a longer life span, but a longer health span — more years that are healthy, mobile, sharp, independent, AND, if I may add, the financial resources that allow you to design your desired lifestyle beyond today.

Join us! Bring a friend and meet new ones. Lunch is on us.

Some of the most important planning conversations happen between friends — a sister, a business partner, anyone caring for an aging parent.

The Longevity Blueprint for Women: a complimentary lunch and learn on living longer, living well and designing the life you envision.

🗓 Fri., Nov. 13 · 11 AM–1 PM · San Ramon
👉 Save two seats:
https://www.diamondgroupwealthadvisors.com/events/the-longevity-blueprint-for-women-lunch-learn-on-health-long-term-care

📞 Or call Chloe at 925-219-0080

https://conta.cc/4BM2bNQ

Save a seat for a friend, lunch is on us Some of the most important planning conversations happen between friends. Bring a friend. Lunch is on us. Some of the most important planning conversations happen between friends. Think of a sister, a

The Most Overlooked Item of Any Home Improvement 11/05/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The Most Overlooked Item of Any Home Improvement The item most homeowners forget on their home improvement project checklist is insurance.

Insuring Your Business With a Buy/Sell Agreement 11/03/2026

There are ways to protect your business in the event of your death or the death of a partner.

Insuring Your Business With a Buy/Sell Agreement It may help your business be better prepared in the event of the death of a principal or key employee.

Consider Keeping Your Life Insurance When You Retire 10/31/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Consider Keeping Your Life Insurance When You Retire Reasons to retain your coverage into your retirement years.

10/30/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

Just a moment...

10/30/2026

"Every next season of your life will demand a different you." 🍂 The new Inside Your Wealth is out, with a year-end estate checklist and more: https://www.diamondgroupwealthadvisors.com/inside-your-wealth

An Overview of Renter’s Insurance 10/29/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

An Overview of Renter’s Insurance Don’t overlook the need for renter’s insurance if you rent your home.

The Wild West of Data Theft 10/27/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

The Wild West of Data Theft Learn about cyber liability insurance in this entertaining video.

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Address


6101 Bollinger Canyon Road, Suite 367
San Ramon, CA
94583

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