My Two Cents C.
7/1/2024
As a busy business owner, who doesn't know much about investing, I needed someone who is not only knowledgeable, but patient. He took the time to thoroughly assess my financial situation and...
James Bassett - Diamond Oak Wealth Partners
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2333 San Ramon Valley Blvd Ste 450
San Ramon, CA 94583
Diamond Oak Wealth Partners, located in San Ramon, CA, offers sophisticated wealth management services tailored to individual client needs. Their team emphasizes comprehensive planning and personalized guidance, ensuring clients receive careful analysis and strategic advice on all aspects of their financial lives.
With a focus on investment strategies, financial planning, and business planning, the firm is dedicated to helping clients navigate significant life events and achieve their financial goals. Their commitment to disciplined planning and analytical insights enables clients to build and preserve wealth for future generations.
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Reviews
5.06 reviews
Renee H.
12/20/2022
James is a great advisor. He is honest and trustworthy and does a great job explaining everything. I opened a SEP Ira plan for my business and it was easy and straightforward. I know he has my...
Matthew M.
7/6/2020
I have worked with James for years to help prepare my financials. He is incredibly knowledgeable and very patient when explaining things. His ability to listen and give honest feedback is the...
M J.
12/28/2019
James has taken care of our financial needs from retirement to college for the youngsters. He knows his stuff and more honest than Abe Lincoln. We will be financially stable as long as we keep...
Kristina S.
1/12/2018
Working with James has been an easy process. He's knowledgeable and answers all my questions and concerns. I'm starting over, and he took me step by step, from the beginning. He listens to my...
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