Great Diamond Partners

Many thanks to our relationship managers at Dynasty Financial Partners – Jeremy Zoladz, Ryan MacDonald, and Katie Tyrrell – who flew in for a visit earlier this week. Their collaboration with and commitment to our team is much appreciated.

As the industry advocate for independent advisors, Dynasty provides access to proprietary resources, integrated technology, capital strategies, and an extended community, allowing us to realize full independence and provide clients with a truly personalized wealth management experience. We are are Independent but Not Alone®!

We're pleased to share that Amanda Persichilli has been promoted to Firm Operations Manager.

Amanda joined Great Diamond Partners in 2024 to support office operations, partner with all team members, and ensure an exceptional experience for clients and visitors.

Her role has evolved and Amanda now leads daily business practices with responsibilities in budgeting and finance, human resources, policy implementation, and strategic planning.

Learn more about Amanda on our website at https://greatdiamondpartners.com/who-we-are/amanda-persichilli/

We love opportunities to celebrate with clients and community! Earlier this month, we hosted a Galentine’s event honoring our relationships and friendships with the important women in our lives.

Many thanks to our partygoers and everyone who made this event such a success including Schwab Advisor Services, Cellardoor Winery Portland, The Bread & Butter Catering Company, Flash Allen, and Ragged Coast Chocolates. It’s always such a pleasure to collaborate with our neighbors!

Please join us in celebrating Managing Partner Helen Andreoli for being named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list!

Whether leading our team with compassion, advising clients with respect and honesty, or serving the community with passion and generosity, Helen lives by the philosophy that the energy you give out is mirrored back to you.

This recognition is well-deserved!

The Forbes | SHOOK Research ranking highlights more than 2,800 women nationwide and is compiled by SHOOK Research through a rigorous review process.

Learn more at https://www.forbes.com/lists/best-in-state-women-advisors/

"While uncertainty is never absent, discipline and perspective remain our anchors."

Read our latest Market Update from Founding Partner Jack Piper offering a fourth quarter review and what we're paying attention to in 2026.

https://greatdiamondpartners.com/what-were-thinking/market-update%e3%83%bb2025-q4-review/

Read our latest Market Update from Founding Partner Jack Piper offering a third quarter review plus thoughts on the AI boom and the bond market.

https://greatdiamondpartners.com/what-were-thinking/market-update%e3%83%bb2025-q3-review/

'Tis the season to discuss charitable giving! Managing Partner Helen Andreoli and other industry professionals discuss planning, strategy, and trends in this informative piece from InvestmentNews.

Thank you to Gregg Greenberg for highlighting this topic.

Tis the season to discuss charitable giving, advisors say The fourth quarter is typically when advisors sit down with clients to discuss charitable donations and a whole lot more.

The future is female, from investors to financial advisors! Studies show women will inherit the majority of wealth that is expected to transfer over the course of the next two decades, and many will be solely seeking to connect with female advisors.

InvestmentNews shared insight from Managing Partner Helen Andreoli and other industry experts on how to better prepare and serve this demographic, specifically highlighting the opportunity for the next generation of female advisors. Keep reading to learn more.

▪️Get ready for more women with money
https://www.investmentnews.com/ria-news/great-wealth-transfer-why-advisors-better-get-ready-for-more-women-with-money/261311

▪️Career advice to up-and-comers
https://www.investmentnews.com/goria/practice-management/veteran-women-advisors-offer-career-advice-to-up-and-comers/261391

Read our latest Market Update from Founding Partner Jack Piper offering a second quarter review plus thoughts on long-term thinking, the role of bonds and a note on the tax bill.

https://greatdiamondpartners.com/what-were-thinking/market-update%e3%83%bb2025-q2-review/

"In my work with clients, many of our conversations revolve around building a great retirement. But what happens once you’ve actually reached that milestone?"

Financial Advisor Wyatt T. Andreoli, CFP® shares his thoughts on rediscovering your purpose in retirement and how our team can help connect clients to the causes and organizations that matter to them.

Look for more insight from Wyatt with his future series that will highlight local non-profits and their individual needs.

https://greatdiamondpartners.com/what-were-thinking/giving-more-than-money%e3%83%bbfinding-your-purpose-in-retirement/

Giving More than Money・Finding Your Purpose in Retirement - Great Diamond Partners In my work with clients, many of our conversations revolve around building a great retirement. But what happens once you’ve actually reached that milestone? Several of my clients who are recently retired or considering an upcoming retirement are trying to figure out what this stage of life should ...

https://greatdiamondpartners.com/

Let us reintroduce ourselves.

Over the last year, our firm has seen exciting growth. We've welcomed new team members, deepened our expertise, built new relationships, and strengthened our commitment to community.

We felt it was the perfect time to refresh our brand, give our logo a makeover and launch a beautiful new website that matched our welcoming and authentic energy.

Take a look. We'd love to hear your thoughts!

Hey neighbor! We love getting out in our , whether it's supporting a good cause or just enjoying the sunshine together.

Earlier this month, Helen, Amanda and Tammy were proud to represent us at the the Girl Scouts of Maine fundraiser held right around the corner at Aura.

And last Thursday, Andrew, Mark, Tammy, Bevin and Meg ended work a little early for some refreshments at Shays right next door.

Hope you're enjoying the start to summer as much as we are!