News

$105M Nevada-based Diamond Wealth Partners with Carson

Posted on November 15, 2019

Omaha, NE – November 14, 2019 – Diamond Wealth Management, a full-service advisory firm headquartered in Las Vegas, Nevada, announced today that the team is joining Carson Partners in order to achieve their vision of growing the firm and providing existing clients with a streamlined advisory experience through the Carson CX (Client Experience) tech stack.

CEO and CERTIFIED FINANCIAL PLANNER™ Staci Chamberlain, CEP®, CWS®, currently leads a team of two advisors and three supporting stakeholders in managing $105M in assets. Diamond serves business owners, executives and professionals, as well as retirees.

“Technology was the main driver in our decision to partner with Carson,” said Chamberlain. “Our clients desire easy processes and a single sign-on experience to access their accounts and track their financial information. They’ll be able to look at their data holistically—so now our tech stack aligns with how we execute their wealth planning across all aspects of their lives. This improved technology for our clients, advisors and operational stakeholders will help us operate at our highest level while enhancing balance in our own lives.”

Established in 1997 as WallStreet Wealth Management, the firm focused largely on managed money. Chamberlain assumed ownership of the firm in 2007, and elevated the brand to Diamond, from the ancient Greek adámas meaning unbreakable—in order to best represent the quality of the firm and their commitment to clients and the industry.

Shanna J Kehoe, CWS®, Diamond’s Senior Wealth Advisor, added, “Our team is looking forwarding to leveraging Carson’s Wealth Enhancement Group, which will give our advisors a deep and experienced bench of professionals and specialists whose full-time jobs are to provide financial planning support.”

Similar to other advisory firms in the Carson Partners network, Chamberlain will maintain ownership of Diamond Wealth Management and remain the strategic decision-maker for all business decisions and operations.

“Staci and Shanna’s approach and their high care factor are so in line with how we strive to serve our advisors and the families they work with,” said Aaron Schaben, President of Carson Group. “Staci and her team looked at the landscape of opportunity, spent several months on due diligence and estimated a 30 percent increase in efficiency through partnership with Carson, and I think that could be just the tip of the iceberg for them.”

In addition to being a mainstay in the Barron’s annual list of top wealth management firms, Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies, has been recognized for two consecutive years by InvestmentNews as a top-50 firm for Best Places to Work for Financial Advisors, and was recently awarded a Best Places to Work in FinTech by American Banker.

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