Business Details
Your Trusted Financial Advisor in Carlisle, PA
At Diamond Wealth Advisors, we are dedicated to helping individuals and families pursue their vision of true wealth. Our team of experienced professionals provides personalized financial planning, investment management, and retirement strategies tailored to each client's unique goals. With a focus on accountability, advocacy, and coaching, we guide clients through every stage of life, ensuring their financial plans align with their aspirations. Our disciplined investment strategies and proactive tax and estate planning services are designed to protect assets and create lasting legacies. Recognized by Forbes and Barron's for our industry leadership, we combine technical expertise with a client-centric approach to deliver comprehensive solutions.Whether you're building wealth, preparing for retirement, or managing a business, our advisors act as partners in your financial journey. We prioritize transparency, ethical practices, and ongoing education to empower informed decision-making. Our commitment to excellence is reflected in our personalized service model and dedication to staying ahead of market trends. By integrating advanced financial tools with personalized guidance, we help clients navigate complex financial landscapes with confidence. Our mission extends beyond numberswe strive to create financial freedom that allows clients to live life on their terms.
Services
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Insurance Strategies
Business Succession Planning
Wealth Transfer Solutions
Portfolio Management
Risk Assessment
Highlights and features
- We offer personalized financial strategies developed by CFP and CPA-certified advisors
- Our team combines technical expertise with proactive market analysis and risk management
- Recognized by Forbes and Barron's for industry leadership and excellence
- We provide comprehensive solutions spanning investment management, retirement, and estate planning
- Client-centric approach with personalized coaching and accountability frameworks
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for long-term financial security. We analyze your current financial situation, establish clear objectives, and develop actionable strategies to help achieve your goals. Our planners consider all aspects of wealth management including cash flow analysis, risk management, and investment strategies to build sustainable financial futures.
Investment Management
We provide disciplined investment management using time-tested strategies tailored to individual risk profiles. Our approach combines market analysis with strategic asset allocation to optimize portfolio performance. We continuously monitor market conditions and adjust investments to maintain alignment with clients' financial objectives while managing risk exposure through diversified holdings.
Retirement Planning
Our retirement planning service helps clients prepare for sustainable post-career financial security. We develop customized strategies considering income needs, tax implications, and longevity factors. Through comprehensive analysis of retirement accounts, Social Security optimization, and income distribution strategies, we help ensure financial independence throughout retirement years while addressing potential risks like healthcare costs.
Estate Planning
We create comprehensive estate plans to protect assets and facilitate smooth wealth transfer. Our specialists develop tax-efficient strategies considering wills, trusts, and beneficiary designations. We help clients establish legal frameworks for asset distribution while addressing potential tax liabilities and ensuring clients' wishes are properly documented and executed.
Tax Planning
Our tax planning service focuses on minimizing tax liabilities through strategic financial positioning. Certified tax professionals analyze clients' financial situations to identify savings opportunities and implement proactive strategies. We help structure investments, retirement accounts, and business transactions to optimize tax efficiency while maintaining compliance with evolving tax regulations.
People
Jim DeGaetano
CEO, Founder, Wealth Advisor
Jim DeGaetano, CPA, CFP, CEPA, MBA, leads Diamond Wealth Advisors with over 25 years of experience in financial planning and investment management. His expertise in wealth strategy and business succession planning helps clients achieve long-term financial objectives while maintaining ethical standards and personalized service.
Chrissy Ward
Partner, Wealth Advisor
Chrissy Ward, Partner and Wealth Advisor, brings extensive experience in comprehensive financial planning and client relationship management. Her focus on personalized wealth strategies and retirement planning helps clients navigate complex financial decisions with confidence, supported by her deep understanding of investment and tax optimization techniques.
Scott Rucki
Senior Wealth Advisor
Scott Rucki, CFP, serves as Senior Wealth Advisor with specialization in retirement income planning and portfolio management. His client-centered approach combines technical expertise with practical solutions to help individuals achieve financial security through customized investment strategies and risk management frameworks.
Ryan Detrick
Chief Market Strategist
Ryan Detrick, CMT, leads market strategy with expertise in financial market analysis and investment research. As Chief Market Strategist, he provides insights on market trends and economic developments, helping clients make informed investment decisions through his analysis of market cycles and risk factors.
Thomas Fridrich
Director, Wealth Planning
Thomas Fridrich, JD, CLU, ChFC, CEPA, directs wealth planning initiatives with specialization in business succession and estate planning. His legal and financial expertise helps business owners develop comprehensive exit strategies and tax-efficient wealth transfer solutions that align with long-term financial objectives.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering investment management, retirement strategies, estate planning, tax optimization, and business succession planning tailored to individual client needs.
How do you help with retirement planning?
Our retirement planning service creates personalized strategies considering income needs, tax implications, and longevity factors to ensure sustainable financial security throughout retirement years.
What makes your investment approach unique?
We combine disciplined investment strategies with proactive market analysis and personalized portfolio management to optimize returns while managing risk exposure for each client's specific situation.
How do you handle estate planning?
Our estate planning specialists develop tax-efficient strategies using trusts, wills, and beneficiary designations to protect assets and ensure proper wealth transfer according to clients' wishes.
What tax planning strategies do you use?
We implement proactive tax planning strategies that identify savings opportunities through investment structuring, retirement account optimization, and strategic financial positioning to minimize tax liabilities.
How do you support business owners?
We provide specialized business succession planning, transition strategies, and wealth management solutions to help business owners protect assets, plan exits, and maintain financial security during ownership transitions.
