facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Wealth Management

Diagrid Group delivers comprehensive financial planning strategies for affluent families.

Designed for clients with investable assets up to $10m

Our process is designed to address every area of wealth management, from investment consulting, to advanced planning, to relationship management. The result is a plan specifically tailored to your goals, as well as ongoing advice, due diligence, and collaboration with other expert professionals to help simplify your financial life.


Graph icon

Investment Consulting

Structure a customized portfolio in accordance with client’s financial plan and cash flow needs.


Puzzle iconAdvanced
Planning

Ensure that client’s investment plan is tax-efficient, and address other critical areas such as wealth transfer, wealth protection, and charitable giving.


Network iconRelationship Management

Focus on developing collaborative, cross-generational relationships with clients and other professional advisors.


Get Started

Connect


Marcus Fair

Marcus Fair

Stephen Ellsworth

Stephen Ellsworth

Stephen Edwards

Stephen Edwards

Richard Shore

Richard Shore

Robert Brann

Robert Brann