Welcome to Blue Diamond Wealth Management
Investment Discipline, Active Management and our focus on Professional Service are what sets us apart from the others. As a valued client, you have our commitment to building a strong relationship with you and your family based on mutual trust. You can depend on us to provide objective advice and independent, professional guidance that helps you gain confidence in your financial future. We work for you, and our success is directly tied to your financial success.
— Angelo R. Imbrogno, Founder & President
Independence Powered by LPL Financial
Blue Diamond Wealth Management’s independence is powered by LPL Financial, the nation’s largest independent broker/dealer.* LPL Financial provides us with a comprehensive array of tools, resources and state-of-the-art technology without requiring a proprietary product offering — thereby mitigating conflicts of interest. Simply put, it enables us to provide you with truly objective financial guidance.
5-Step Financial Planning Process
Blue Diamond Wealth Management
Through in-depth, one-on-one conversation, we identify the financial needs and objectives that are important to you. We explore several areas of your financial position and determine exactly how you need your portfolio to work for you. We prioritize each of these items as they ultimately form the basis and foundation of your financial plan.
We analyze and evaluate your entire financial status. We carefully examine your current assets, liabilities, income needs, taxes, risk tolerance and previous investment experiences. Most importantly, we identify financial strengths and challenges as they relate to your goals and objectives.
After thoughtful preparation, we present a formal financial plan utilizing the strategies specifically designed for you. We have an in-depth discussion, so that you fully understand and are comfortable with how it works. We review supporting rationale, our asset management discipline, fees and ongoing services, so that you can make an educated and well-informed decision.
With your support and approval, we move forward with plan implementation. As we put your plan into action, our goal is to meet your objectives, achieve your plan’s full potential and provide you with personalized, professional service.
Ongoing Performance Reviews
The final step of the process is ongoing. It involves consistent, thoughtful reviews of your plan and continuing evaluation of your portfolio’s performance. We determine how these relate to your original goals and identify any new goals as the needs of you and your loved ones change.