Shelley Lutz's Contact Details

Shelley Lutz's Company Details

Diamond Wealth Management

Spring Valley, NV, US • 5 - 9 Employees
Financial Services

We are an independent firm focused on comprehensive Wealth Management for Affluent Families, Physicians, Business Owners, Corporations and Executives.Guiding people through the process of transforming hard earned wealth into lasting legacy is what has attracted our Advisors to the financial services industry. That same passion is what drives every decision they make. Diamond Wealth Management Advisors believe that with a clearly defined coordinated plan of execution, advisors working together and an accountability partner our clients can best manage risk, gain tax efficiencies and maximize the growth and transfer of their wealth and business. Our clients' goal: Live the life they've planned for. Our goal: Be your advisor for life. We address the following wealth management issues: Financial Planning  Investment Management  Retirement Plan Selection  Tax PlanningExecutive Compensation  Risk Management & Insurance Planning  Business Exit PlanningCorporate Benefit issues  Education Planning & Gifting Banking & Credit ManagementAsset Titling & Protection  Charitable Giving  Distribution of Estate issuesSecurities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.Websites: Company: www.diamondwm.comFINRA: www.finra.orgSIPC: www.sipc.org