We’re proud to share that one of the industry’s largest and most decorated advisor teams has made the leap to independence, launching OpenArc Corporate Advisory,
A full-circle moment for Diamond Consultants 10 years after helping launch Centricity, we helped guide its next chapter.
After 17 years with Edward Jones, Justin Koch took the entrepreneurial leap, creating a bespoke independent firm, CopperSky Wealth, with the strategic support of Sanctuary
Kristin Larson, Forbes-listed Top Next Gen and Top Woman Advisor generating $1.5mm annual revenue, left UBS to build NewSpring Wealth Partners with support from Sanctuary
For Barry Mitchell, a top UBS breakaway, launching RIA firm Next Level Private was the answer to this question. Because for Barry and his team
Stephen J. Groth, Patrick M. Cummings, Robert Chavez and Katrina R. Stump managed $1B in client assets and were all “Merrill lifers” with a collective
Hammond Han, a 33-year industry veteran, led the Liberty Capitol Group while at UBS. Uncertain about UBS’s long-term vision and commitment to its US wealth
Mark Moyer, a Resident Director and Producing Manager at Merrill, and his family-based team were firsthand witnesses to changes which ensued once Bank of America
For this team, the pandemic served as an opportunity to reflect on the past and how they could better serve their clients in the future.
The ability to “do more” for clients without limitation is a common driver behind two recent moves that Diamond Consultants facilitated.
