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TAILORED FOR YOU

Our first priority is helping you take care of you and your family. 

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Ora Citron Private Wealth Management Joins Forces with Marilyn Suey and The Diamond Group Wealth Advisors

Pioneers in Building Financial Independence for Women

The Diamond Group Wealth Advisors, a Northern California-based wealth management firm, today announced that it has merged with Ora Citron, a private wealth management firm, based in Walnut Creek, CA.  Effective March 1, 2019, Ora Citron will begin operating with The Diamond Group Wealth Advisors. They will continue to serve their clients using both offices, located in Walnut Creek and San Ramon, California.

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Understanding Today's Financial Environment

We understand each of us faces unique challenges preparing for retirement. We help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, working through the loss of a partner, or need estate planning, our personalized service focuses on achieving your financial goals and objectives.

We help clients by providing three key tools: 

♦    A clear understanding of the client's financial goals      
♦    A well-defined road map for fulfilling those goals 
♦   Ongoing advice to help adjust the road map when needs change

With years of financial experience we can help you meet your needs for today and the many years to come.  We look forward to working with you through all stages of your life.

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Services

We create strategies tailored to your goals

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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Client Centered

Customized financial strategies aligned with your unique needs.

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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.