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Black Diamond Financial Solutions practices Proactive Asset Management. This means that we take the time to get to know our clients personally. We believe that in order to properly manage your wealth it is the responsibility of your financial advisor to consistently review and relocate assets in your portfolio based on current economic conditions. Communication is important and our advisors contact their clients frequently.
Our leader, founder, and the president of Black Diamond Financial Solutions, Jeff Puglia, is a Certified Financial Planner. By obtaining this certification Jeff proves he has developed his theoretical and practical financial planning knowledge through completing a comprehensive course of study at a university as well as passing a broad two-day, ten hours, certified financial planner exam. Passing this exam shows that Jeff has the skill to apply his financial planning knowledge in an integrated format.
As a certified financial planner, Black Diamond Financial Solutions acts as a fiduciary on behalf of our clients. As a fiduciary, we have earned the trust of our clients and pledge to always act in their best interest. Transparency is important and your financial advisor will ensure you understand any applicable fee schedules and any conflicts of interest that may arise during your relationship with Black Diamond Financial Solutions.
Our securities, financial planning services, and strategic asset management platforms are offered through LPL Financial, Member FINRA/SIPC. However, as an independent firm we are able to provide objective investment advice, tailored to each individual client and his or her specific goals. Through LPL Financial, we are able to offer comprehensive wealth management strategies which are composed of a wide-range of products and services including but not limited to fee-based investment platforms, mutual funds, annuities, insurance, and trust services.
Our wealth management solutions allow us to not only help you build your retirement fund but fully analyze your finances, shave off excess, and free up additional funds to invest to increase your assets and limit tax liability.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 302-265-2236.
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