Helping you become financially independent is our business.
Our mission is to give you peace of mind while helping you attain your financial goals. We know that our firm only thrives when our clients do. We were founded in 1996 as an alternative to big brokerage firms and banks, and have grown to 15 employees and $500 million under management.
Each client is unique.
Before we talk about investments, we want to spend time getting to know you and your needs. Our introductory meeting may last hours, because we care about who you are, what drives you, and what goals are most important to you. In order to provide solutions to your financial issues, we need to fully understand your priorities. Everybody's situation is different.
Handling your finances is a team effort.
Our financial advisers have more than 150 years of combined professional experience. We work together and build on our individual strengths because we know this is best for our clients. There will always be a person to speak with when you phone. You will get to know our team members as they get to know you, bringing you their expertise in planning, saving, investments, economics, estates, insurance, and taxes.
Our approach to investing is tailored to you.
We want you to sleep well at night. We strategically allocate your investments according to your comfort with risk (or lack thereof) - advising, explaining and implementing allocations so that you are at ease with your finances. Our job is not only to apportion your asset so that they are working toward your goals, but also to spread your assets among different classes of investments, protecting your wealth while allowing it to grow.
Your family becomes our family.
We work with your lawyers, accountants and family members to give you comprehensive service. We want a long-term relationship, not a transaction. We will be with you and your family as you navigate through the financial decisions that affect every stage of life.
Diastole is different for a reason. Trust.
You should never have to question the ethics of the firm or adviser who is managing your finances. That is why we begin with a free financial plan and explain our work in depth. There are a lot of stresses in your life. Managing your money doesn't have to be one of them. Let us help.