901 US Highway 321 Northwest
We focus on families and individuals looking to make the most of their financial lives, particularly with responsible investments, life insurance, and tax strategies. In an advisory relationship I operate under a fiduciary standard where I am committed to working in the client's best interest, maintaining fair costs with premium service and communication.
"For the last 10 years, I've been told that you can only be successful if you sell high commission products to high net worth clients. I've heard over and over, 'require a minimum balance,' and 'trim the fat from your business.' I refuse to reduce someone to just a number on a statement. I don't believe that is the way to do business. I founded Diamond Pointe to prove them wrong."
We have created an entirely new program for young adults and families that are just starting out. We offer education and partnership so you know that you are not in this alone.
You have done a great job building your savings. We can help you manage what you have while we take that next step in planning for your future.
As your money grows, strategies become more elaborate. Tax exposure and risk management move to the forefront while continuing to build your portfolio.
Weekly Market Update
Get the information you need in language you can understand.
Every week Christiana provides an update on the market movements from last week and gives insight for what you can expect in the week ahead.