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Diamond Wealth Advisors
(717) 462-6422
1 Tyler Court
Carlisle, PA 17015

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.  

AdvisorHub 1,000 Advisors to Watch: Awarded to Jim DeGaetano for 2024-2025. Participation is open to all firms and advisors.  Nominees are required to have a minimum of seven years experience, $150m minimum AUM, a clean regulatory record, and 2 years at their current firm and in good standing. Advisors were ranked by 1) Scale: relative size of assets, production and quality of service 2) Growth: relative year-over-year change in assets, clients and production 3) Professionalism: regulatory record, community involvement, mentorship and team makeup. This ranking is free, and AdvisorHub receives no compensation from the participating advisors. Receiving this award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. 

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.  

Additional information about CWM, LLC and our advisors is also available online at https://www.adviserinfo.sec.gov or http://brokercheck.finra.org/ . You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344. 

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