M&A

Ora Citron Private Wealth Management Joins Forces with Marilyn Suey and The Diamond Group Wealth Advisors



“Ora and Marilyn working together are aligned with the trend of advisors wanting their clients to benefit from more robust and responsive teams. We are proud to support their new business in the growing hybrid RIA community,” said Daxs Stadjuhar, Managing Partner, The Financial Services Network.



RAMON, Calif. (PRWEB)
March 12, 2019

The Diamond Group Wealth Advisors, a Northern California-based wealth management firm, today announced that it has merged with Ora Citron, a private wealth management firm, based in Walnut Creek, CA. Effective immediately, Ora Citron will begin operating with The Diamond Group Wealth Advisors. They will continue to serve their clients using both offices, located in Walnut Creek and San Ramon, California.

“We felt strongly that there was a powerful connection between our two businesses,” said Marilyn Suey, founder, and CEO of the Diamond Group Wealth Advisors. “We have known each other for several years and admire how similar our values and the processes that we both use to serve our clients.”

“Joining forces with Marilyn and her team is a natural fit for my business and allows me to focus on delivering a superior client experience for my passion serving women in transition,” said Ora Citron, founder, and CEO of Ora Citron Wealth Management. “We have found with the ‘power of two’ we can make an even bigger impact on our clients, their families, businesses and the causes they care about deeply.”

Serving businesses, families, and individuals in the greater Bay Area, both wealth management firms provide caring, knowledgeable financial solutions and customized advice for their clients to pursue their life goals and aspirations on the road to financial independence.

Both firms have a passion to serve women as well. Marilyn Suey is the founder of the Savvy Women Community where she hosts events to provide education, information and support women to build a brighter future for themselves, their families and the causes they care about deeply. Ora Citron has been a champion in the financial life planning for “Women in Transition” for ten years. They both are at the forefront of building financial life planning programs that serve the needs of women, whether married, single or in a life transition.

“We are so pleased that we were able to support the merger of these two outstanding financial planning and advisory firms,” said Daxs Stadjuhar, Managing Partner, The Financial Services Network. “Ora and Marilyn working together are right in line with the continued trend of advisors wanting their clients to benefit from more robust and responsive teams. Our Network is proud to support their new business together in the growing hybrid RIA community.

“AssetMark is very excited to see two advisory firms with strong business relationships with us join forces to build an even brighter future for their clients,” said Michael Kim, AssetMark, Inc.’s EVP and Chief Client Officer. “We invest in ensuring that advisors receive the best practice management, investment solutions, and technology support so they can continuously deliver outstanding service to their clients. We look forward to supporting The Diamond Group Wealth Advisors as it grows.”

We feel the impact of our merger is just the beginning of our renewed promise to serve our clients as they take their journey toward financial independence. We are pleased that we can continue to deepen and expand our expertise as well as grow the firm. We are grateful to our colleagues that have brought us to this moment and look forward to our firm’s continued evolution and expansion.

About The Financial Services Network

When you look at your financial advisor and their local office, what you don’t see are the myriads of people and organizations that they have partnered with in order to provide you with the personalized financial advice that you are seeking. Behind the scenes, your advisor has aligned with a broker-dealer, a branch office, investment companies, technology firms, insurance agencies, research teams, and a wealth of other professionals in order to ensure that they have the support needed to help you plan for your financial future.

One of those key relationships is The Financial Services Network (The Network). The Network was founded over three decades ago with a singular purpose of supporting independent financial advisors. The Network’s diverse team includes a highly experienced group of business, investment and compliance professionals serving the needs of a select group of financial advisors who share a common bond of excellence and desire to elevate their practices. The Network’s mission is to bring experience, expertise, and passion into partnerships so that advisors can focus on helping clients navigate their path to achieving financial security. The Diamond Group Wealth Advisors has been a partner office of The Financial Services Network since 2016 and conducts business as a hybrid RIA affiliated with Strategic Wealth Advisors Group. http://www.fsnweb.com and follow@fsnweb on Twitter.

About AssetMark, Inc.

AssetMark, Inc., an investment adviser registered with the Securities and Exchange Commission, is a leading independent provider of innovative investment and consulting solutions serving financial advisors. The firm provides investment, relationship and practice management solutions designed to make a difference in the lives of advisors and their clients. AssetMark, Inc., including its Savos and Aris divisions, has more than $44.8 billion in assets on its platform as of December 31, 2018, and a history of innovation spanning over 20 years. For more information, visit http://www.assetmark.com and follow @AssetMark on Twitter.

About The Diamond Group Wealth Advisors

The Diamond Group Wealth Advisors is an independent wealth management firm that empowers its clients to design and define their ideal lifestyles starting today, for tomorrow and for life. We follow a disciplined planning process that enables our clients to build their customized Prosperity Blueprint that guides them as they travel on their path toward financial independence. Our clients understand that their wealth is more than their money. Working with us, using our Prosperity Blue Print process, we help guide our clients to take care of their families and the people and causes they care about deeply.

The financial consultants at The Diamond Group Wealth Advisors are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC., AssetMark, Inc. and The Diamond Group Wealth Advisors are separate entities from LPL Financial. Marilyn Suey CA Insurance License #0E01981. Ora Citron CA Insurance License #0D87132.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: California, Colorado, North Carolina, New Jersey, New York, Ohio, Virginia, Nevada, Arizona, Washington, and Florida.



Source

Prakash Poojary
Business Analyst

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