Skip to content Diamond & Associates Wealth Management is a trusted wealth management firm based in Sarasota, Florida and Chapel Hill, NC. With over 50 years of combined experience, Karen and Hantz are dedicated to helping you navigate the complexities of wealth management by providing personalized, strategic advice tailored to your financial goals. With a deep understanding of investment planning, tax strategies, and estate preservation, they focus on creating a comprehensive plan that aligns with your unique circumstances. By leveraging their expertise in market trends and risk assessment, they help optimize your portfolio for long-term growth while ensuring financial security. Whether you’re looking to build wealth, protect your assets, or plan for retirement, Karen and Hantz offer a collaborative and client-centered approach to guide you through every stage of your financial journey.
Karen L. Diamond is a Certified Financial Planner (CFP) with an MBA, specializing in comprehensive financial planning, tax strategy, retirement planning, and wealth management for individuals, families, and business owners in Sarasota and the surrounding areas. With expertise in both tax preparation and long-term financial planning, Karen provides personalized strategies designed to help clients minimize tax liabilities, grow wealth, and achieve their financial goals. At Diamond & Associates Wealth Management, our experienced financial advisors deliver customized wealth management, investment planning, retirement planning, and risk management solutions tailored to each client’s unique financial needs. By staying ahead of market trends and changing tax regulations, we provide informed financial guidance focused on protecting assets, maximizing investment performance, and building long-term financial security.
Hantz D. is a Certified Public Accountant (CPA), Certified Financial Planner (CFP), and holds an MBA, bringing a rare combination of tax expertise and investment planning knowledge to every client engagement. With a career spanning complex business tax returns, IRS representation, and high-net-worth personal tax planning, Hantz has built a reputation as one of Sarasota’s most trusted tax advisors. At Diamond & Associates Wealth Management, our experienced financial advisors provide personalized wealth management, investment planning, retirement planning, and risk management strategies designed to help clients protect and grow their assets. We stay ahead of market trends to deliver informed financial guidance tailored to each client’s long-term goals.
At Diamond & Associates Wealth Management, we work with individuals, families, and businesses to help them achieve their financial goals. We understand the unique needs of each client and tailor our services to provide personalized financial solutions.
We adopt a comprehensive approach to financial consulting, focusing on understanding our clients' objectives, assessing their risk tolerance, and developing customized strategies to meet their needs. By staying proactive and adapting to market changes, we strive to ensure the sustained growth and protection of our clients' assets.
Partnering with Diamond & Associates Wealth Management offers you the advantage of having a committed team dedicated to your financial success. We aim to provide peace of mind by offering sound financial advice, personalized investment plans, and a proactive approach to preserving and growing your wealth.
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