Great Diamond Partners

We love opportunities to celebrate with clients and community! Earlier this month, we hosted a Galentine’s event honoring our relationships and friendships with the important women in our lives.

Many thanks to our partygoers and everyone who made this event such a success including Schwab Advisor Services, Cellardoor Winery Portland, The Bread & Butter Catering Company, Flash Allen, and Ragged Coast Chocolates. It’s always such a pleasure to collaborate with our neighbors!

Read our latest Market Update from Founding Partner Jack Piper offering a second quarter review plus thoughts on long-term thinking, the role of bonds and a note on the tax bill.

https://greatdiamondpartners.com/what-were-thinking/market-update%e3%83%bb2025-q2-review/

"In my work with clients, many of our conversations revolve around building a great retirement. But what happens once you’ve actually reached that milestone?"

Financial Advisor Wyatt T. Andreoli, CFP® shares his thoughts on rediscovering your purpose in retirement and how our team can help connect clients to the causes and organizations that matter to them.

Look for more insight from Wyatt with his future series that will highlight local non-profits and their individual needs.

https://greatdiamondpartners.com/what-were-thinking/giving-more-than-money%e3%83%bbfinding-your-purpose-in-retirement/

Giving More than Money・Finding Your Purpose in Retirement - Great Diamond Partners In my work with clients, many of our conversations revolve around building a great retirement. But what happens once you’ve actually reached that milestone? Several of my clients who are recently retired or considering an upcoming retirement are trying to figure out what this stage of life should ...

Hey neighbor! We love getting out in our , whether it's supporting a good cause or just enjoying the sunshine together.

Earlier this month, Helen, Amanda and Tammy were proud to represent us at the the Girl Scouts of Maine fundraiser held right around the corner at Aura.

And last Thursday, Andrew, Mark, Tammy, Bevin and Meg ended work a little early for some refreshments at Shays right next door.

Hope you're enjoying the start to summer as much as we are!