Financial Independence by Design


Diazo Wealth is dedicated to providing solid foundations for our clients’ financial well-being. Experience has taught us that financial planning takes a variety of forms, many of which fail to live up to our expectations. We wanted an appropriate representation of our vision of a financial foundation, something that acknowledged the constructive nature of personal finance and investing. Our search led us to Diazo.

Diazo is the printing process used to create blueprints. Our goal is to provide you with the blueprints for your financial independence. We integrate your challenges, aspirations, and objectives so that we can construct a durable foundation. Together, we use those plans to transform your goals into your reality.


Concierge Services

We’re problem solvers. When emergencies happen, we show up—and stick around. We believe portfolio management is about more than wealth. It’s about relationships, and our white glove services set us apart. We’re here to answer any questions that have a dollar sign attached to them—and even some that don’t. In short, we’re here for you.

Learn More >