Our goal is to alleviate financial stress through clarity and understanding.
Taylor Livingston
Founder, Financial Advisor at Diamond Cove Wealth Management
About
A clear vision, backed by definite plans, gives you a tremendous feeling of confidence and personal power.
Our mission is to do everything in our power to help clients identify and achieve their biggest goals, dreams and aspirations. We do this by asking deep and meaningful questions designed to allow clients to take a step back from their typical daily thoughts, habits, and routines and consider what is truly important to them. From there, we work together to create a roadmap for clients to live the life they deserve.
Our Mission
At Diamond Cove Wealth Management our mission is To Alleviate Financial Stress Through Clarity and Understanding
Independent
Unbiased, Holistic Approach
Diamond Cove Wealth Management is proudly independent. Our advice is based on each client's specific risk tolerance, goals and objectives, not the sale of proprietary products and services.
Complex Strategies Made Simple
We Speak Your Language
We understand that some concepts in wealth building can be intimidating and can cause people to neglect planning all together. We strive to provide clarity to clients' individual situations while explaining recommendations in their entirety until everyone is comfortable with the plan.
Lasting Relationships
The Path to Success
A good wealth management strategy is not just a one time occurrence. We understand that to have the greatest impact on clients we need to be there for the inevitable changes that life will bring your way. That's why we are committed to creating a roadmap that has the ability to change and adapt as you do.