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Diamond Capital takes the client's need-based approach to partner with providers to ensure the protection of life, home, business, assets, and finances.

We look at all tax return information in personal, business, estates & trusts, and we will maximize deductions, giving a clear picture of what's beneficial for you. We compare marginal tax brackets , effective tax rates, and credits.

Diamond Capital operates an institutional-grade investment management approach that customizes precisely to your situation. The result is recommendations based on strategic and tactical asset allocation and diversification. 

We clearly analyze spending and expenses, breaking them down in categories (lifestyle/personal, household, other residences, education, gifting) establishing a ratio of debt/income to spend, highlighting trends and presenting it in tables, graphs and proposed formats-all so you can easily see if your wealth management is indeed mapping to meet your goals.

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