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About Diamond

Helping people attain financial independence and transform hard-earned wealth into a lasting family legacy is what attracted our Advisors to the financial services industry. That same passion is what drives every decision they make as they help people bring together all the pieces of their financial lives.

Diamond Wealth Management is the result of a 14 year evolution of an independent firm previously named WallStreet Wealth Management. The firm was established in 1997 and primarily focused on managed money. Staci Scharadin, CEO joined WallStreet in 2000, over the next 7 years, she evolved the practice into a full service Wealth Management firm and became a recognizable brand in the local market. In 2007, Staci purchased the firm from the founder. The opportunity to rebrand the firm and escalate the WallStreet name presented itself when we moved to Southwest corner of the valley. “Diamond” from the ancient Greek adámas “unbreakable”, represents both the quality of our firm and the commitment to our clients and the industry, thus “Diamond Wealth Management” was born. Over the years, she expanded the Advisors and staff to create the firm that she envisioned.
In 2015, Diamond formed an alliance with Lakeside Wealth Management an industry leading independent firm, an independent RIA & also affiliated with First Allied,  located in Chesterton, IN just outside of Chicago. (see press release below)

Diamond Wealth Management Allies with Lakeside Wealth Management - Offers Wider Scope of Services to Clients


The evolution of Diamond Wealth Management began in 2000 with a mission to be your Advisor for life. Fast forward to 2015 and we still hold strong to that passion and commitment. In an effort to better position the firm for years to come, we have entered into an affiliate relationship with Lakeside Wealth Management, an independent wealth management and RIA firm located in Chesterton Indiana.
“The partnership with Lakeside adds breadth and depth to our firm with no disruption to our clients,” notes Staci Scharadin, Diamond Wealth Management CEO. “We are able to directly leverage the subject matter experience of nearly 20 advisors in areas like advanced wealth management, investment management, and qualified plans, while simultaneously enhancing the client service experience.”
Lakeside focuses on both private wealth and corporate qualified plans. They employ 17 licensed financial professionals with subject matter expertise that address the wealth management issues that our clients face. These professionals will work side by side with the Diamond team to open a wider range of services and expertise to Diamond clients. 
“The great thing about our affiliate relationship is that clients will not see any changes on the front end of service,” explains Scharadin. “Their advisor remains the same, as well as our location and our contact information. Behind the scenes, however, will be an additional 12 member team with a goal of providing excellent service!”
After months of planning and discovery, the affiliate relationship was implemented February 1, 2015. Any questions can be directed to Staci Scharadin by calling the Diamond Wealth office at 702-405-0415.  

Our broker dealer, First Allied Securities, Inc. is one of the top full-service independent brokerage firms in the nation. With more than 795 affiliated advisors, 300 locations and over $31 billion in client assets, First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective.
 


 
 
 Securities Offered Through First Allied Securities, Inc., A Registered Broker Dealer. Member: FINRA/SIPC.
Advisory Services Offered through First Allied Advisory Services Inc. A Registered Investment Adviser.

Lakeside Wealth Management Group LLC, a registered investment advisor not affiliated with First Allied Securities, Inc.

This communication is strictly intended for individuals residing in the state(s) of AK, AZ, CA, CO, FL, HI, IL, MS, MT, NV, NJ, NY, OK, TX, UT and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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