Diamond Oak Wealth Partners - James Bassett

Diamond Oak Wealth Partners brings personalized financial planning and investment guidance to San Ramon and the East Bay. Our approach starts with getting to know each client and their family, so every plan is built around their own goals rather than a standard template.

We take the time to explain investment options and planning choices clearly, so clients understand what our recommendations are and why we make them. Many of the families we serve are working toward retirement, college savings and securing their children's futures, and we walk alongside them as those plans take shape.

We are patient with clients who are new to investing, and we review their situation thoroughly before making any recommendations. Clients who have worked with us for years value our responsiveness, transparency and steady focus on keeping them on track.

Visit our website to book a consultation, or give us a call to learn how we can help with your financial plan.