Terra Prima Investments

HistoryFor a detailed history, please visit our website at www.pathwaysag.com.SpecialtiesOur goal is to build a financial plan to help you achieve clarity, simplicity, security and peace of mind. The first few meetings are exploratory. We learn about each other, determine whether we can help you, and decide if there is a good fit. Planning is hard work and, thus, requires a commitment of time and energy. During these early meetings, we want to uncover your values and goals. Then, after addressing any urgent issues, we begin to formulate a plan. It will not happen overnight. During the planning process, we face many options and choices. We are careful to help you weigh the variables and make well-informed decisions. We spend considerable time educating and clarifying issues. Once we are well established, we meet semi-annually or annually on an ongoing basis. This ongoing process prepares us for important discussions that come with each new chapter of life.

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Diamant Asset Management is a boutique financial portfolio management firm based in Fresno, CA. With a focus on high-net-worth individuals and families, they offer a conservative approach to building wealth over a lifetime, providing refreshingly human client care and personalized customer service. As fiduciaries, they act prudently in their clients' best interest, diversifying investments to minimize risk and tailoring money management strategies to fit individual needs. With a history dating back to the 1950s, Diamant Asset Management has earned the trust of their clients through their commitment to ethics, integrity, and long-term relationships. Led by experienced portfolio managers, they navigate market fluctuations to steadily grow wealth and provide guidance through all stages of their clients' lives. Their insights and timely financial tips help educate clients on investing fundamentals, ensuring they understand their portfolios and financial futures.Generated from the website