BlackDiamond Wealth is a financial planning company that provides clients specific guidance to help them manage, increase, and protect their wealth. The company's main goal is to provide a secure financial future by providing clear guidance and careful planning. Investment management, retirement planning, tax strategies, risk management, and estate planning are among the services it offers. As a referral only company, BlackDiamond Wealth grows its client base through dependability and track record. Their team works closely with each customer to learn about their priorities, values, and financial objectives. They use this data to develop plans that meet both present requirements and future objectives.

BlackDiamond Wealth places a huge value on education to help clients understand their financial plans and have confidence in their choices. Clients actively participate in the planning process as part of the firm's cooperative approach. As life and objectives change, financial strategies can be kept on course with regular reviews and changes. BlackDiamond Wealth aims to provide clear, objective financial advice with a focus on ethics and integrity. The company's mission is to help people and families in becoming financially independent, safeguarding their assets, and developing long lasting and successful plans.

Financial Services Offered by BlackDiamond Wealth

Services for Individuals

Black Diamond Wealth helps people understand and manage their money in a way that fits their personal goals and life changes. One of their services called Elevation 360° looks at the full picture of a person’s finances including savings, investments, taxes, insurance, real estate and future plans. The company works with each client to create a plan that matches their dreams, values and financial situation.

The process starts with getting to know the client and reviewing everything they already have in place. Then, the team studies their finances closely to see what’s working and what needs to change. Based on this procedure they create clear recommendations and give clients access to a private online page where they can track their plan.

Black Diamond Wealth doesn’t just make a plan and stop there. However, they check in regularly to make sure everything stays on track. Their work includes helping with investments, taxes, risk management and estate planning. The fee is 0.1% of a client’s net worth, keeping costs fair and opens. Overall, their goal is to help clients make smart financial choices, grow their wealth and feel confident about their financial future.

Services for Businesses

BlackDiamond Wealth helps businesses to take care of their financial needs while supporting both employees and executives. They work closely with companies to create programs that fit their goals and make financial planning easier for everyone involved.

Their services include setting up employee benefits, managing retirement plans and protecting the company through smart risk management. Many of these benefits can be offered at little or no cost to the business, helping save time and money while keeping employees happy and supported. For business owners and top executives, BlackDiamond offers special protection plans to make sure the company’s key people and future are secure. They also help employers make sure their retirement plans meet legal requirements and give employees clear advice on how to prepare for retirement based on their personal goals.

Overall, BlackDiamond Wealth’s goal is to help businesses grow stronger by creating financial programs that support both the company and its people. They focus on simple, effective solutions that bring peace of mind, stability, and long lasting success.

Sean Hollitz | Founder & Managing Partner

Sean Hollitz is the Founder and Managing Partner of BlackDiamond Wealth. Mr. Sean started his career over 20 years ago at a small boutique wealth management firm, where he gained early experience in the financial industry. He later joined Lenox Advisors, where he worked for more than a decade and developed his skills in comprehensive financial planning. Although Lenox provided an excellent training ground, Sean wanted to create a firm with more energy and personality. He founded a company that offered the same level of service as a traditional Wall Street firm but with a more relaxed, engaging, and creative atmosphere.

“We’ll look at everything (whether we handle it or not) and get a 360° view of your financial wellness with our comprehensive wealth management services to meet your short—and long-term goals and objectives.”