Never Settle.
You wouldn't settle for anything less than Mr. or Mrs. Right, and the same goes for your financial planning. We meet you where you are and focus on the future.
It’s all about the plan you create today—Never settle.
Schedule a ConsultationABOUT WHITE DIAMOND WEALTH
At White Diamond Wealth, financial planning is deeply personal. Courtney’s father spent most of his career as a Financial Advisor before transitioning to Management. As a child, Courtney never envisioned she’d have a career in finance, but she loved connecting with people and over the years recognized the power of the early savings & investing lessons she’d gathered.
While many clients tell us they’re intimidated or anxious about their finances, the reality is they’re all smart and capable enough to do it themselves – they simply don’t have the time, or the desire.
At White Diamond, our mission is to provide sense of well-being around your financial planning. Recognizing retirement goals vary, we aim to help clients accumulate & preserve their wealth, making sound decisions along the way.
As a client, you can expect the following from White Diamond Wealth:
Commitment
You are the heart of what we do. Your account receives the same level of attention & service as we would manage our own.
Clarity
We hold ourselves to the highest fiduciary standard in advisory relationships, meaning we prioritize your interests ahead of our own – to this end, you will always have clear & honest communication, and you will have full transparency on fees, performance & returns
Consideration
Your time is valuable. When we’re together, we will treat you as if you are our only client.
OUR SERVICES
Investment Management
Customized investment strategies designed to help optimize your portfolio performance while aligning your goals & risk.
Tax Planning
A blend of strategies to help minimize your tax liabilities and safeguard your wealth while leveraging tax-advantaged opportunities to seek growth more efficiently.
Trust & Estate Planning
Preserving your legacy by creating effective strategies for wealth transfer & estate preservation.
Retirement Planning
Planning today to provide the freedom for a work-optional lifestyle in the future.
Charitable Giving
Implementing powerful strategies to provide the greatest impact on your community.
Insurance &
Long-Term Care
Protect your loved ones and avoid derailing your financial plan with an unforeseen event.
College Saving
Giving the next generation a head start on chasing their dreams.
WHO WE SERVE
Our holistic approach to financial planning addresses all aspects of your financial life, ensuring a coordinated strategy that supports your short-term needs and long-term goals.
*White Diamond Wealth has a 250k investment minimum
High-Net-Worth Planning
Integrating advanced strategies to preserve and seek to grow your wealth through trusts, estate planning and charitable giving.
Retirees
Personalized strategies to manage your savings, seek to maximize income and help to ensure long-term financial confidence throughout retirement.
Corporate Executives
Helping you pursue your personal financial goals by seeking to maximize the impact of your complex equity compensation and benefits packages.
CONTACT US
We'd Love to Hear From You
We know choosing an advisor isn't easy. Interested in learning more? Please fill out the form and we'll connect with you as soon as possible.
(380) 268-9290
courtney.walls@lpl.com
Monday - Friday: 9:00 AM - 5:00 PM