Great Diamond Partners

Carving out some time to live life to the fullest is always a good idea. Steve's recent skiing trip reinforced that idea ten fold!

What have you made time for recently that challenged you and brought you joy?

The Market Update blog by Jack Piper, Founding Partner and Portfolio Manager, reviews the reasons that are starting to make us hopeful for a happier 2023.
https://lnkd.in/egJnpH2m

Is a CERTIFIED FINANCIAL PLANNER™ important to your financial security?

Joe Powers, Founding Partner and Chief Planning Officer, wrote a blog highlighting the extensive training and experience required to become a CFP® professional and the benefits afforded to individuals who choose to entrust their financial security to a CFP®.



https://lnkd.in/eTW_yzrj

Helen Andreoli, Founding Partner and President, reflects on her legacy that she has built through her business accomplishments, community involvement and raising a family...

https://lnkd.in/ewJPbHrq

Great Diamond Partners Great Diamond Partners is an independent wealth management firm designed to serve individuals, multi-generational families, and business owners.

Steve Tenney, Founder and CEO of Great Diamond Partners, was one of the Financial Advisors asked about the pandemic's effect on charitable giving. Click below to read the full article...

https://lnkd.in/exKWyQ4T

FAs Weigh In: The Pandemic’s Effect on Charitable Giving “Yes, they still want assurances that the potential risks to their plans are managed but after that is addressed, the giving spirit is definitely more pronounced,” says High Note Wealth’s Michael Forrester.

As part of the Mainebiz series on the mental strains of business ownership, our Founder and CEO Steve Tenney shares how he manages start-up stress and offers suggestions for other business owners and entrepreneurs.

Click below to read the full article .

'Step back, engage a coach': How to manage startup stress and encourage employee well-being "When we launched Great Diamond Partners, the most significant stress we faced was a result of a difference in perspective," says Steve Tenney, co-founder and CEO of the Portland-based wealth management firm.

Here is an informative article from Wyatt Andreoli, Associate Advisor at Great Diamond Partners on Value based investing and our approach in partnership with Ethic.

Impact and Values Based Investing How Great Diamond Partners addresses this need. Greetings! In my time with Great Diamond Partners, one of my main roles has been to work with our Next Generation clients. Building relationships with y

Today, we are hosting Dottie's Ice Cream truck in Monument Square at 12:30 in an effort to hold onto summer just a bit longer and have a bit of fun. Please join us and bring others!

In an effort to hold onto summer just a bit longer and have a bit of fun, we are hosting Dottie's ice cream truck in Monument Square tomorrow, September 7th at 12:30. Please join us and bring others!

At Great Diamond Partners, we are committed to serving the community where we live and work. Read about the the many organizations our team supports.

As the fall semester for college approaches, we thought it was a perfect time to post a guide on the best practice for using a 529 plan for college expenses.

https://greatdiamondpartners.com/news-insights/

Long-term planning, such as estate or succession planning, can be a particularly challenging area for business owners because they often have no clear idea of where to start. That uncertainty can lead to inaction, which can leave a family business vulnerable without the long-term planning that is important for its future success.



https://greatdiamondpartners.com/2022/07/06/the-first-step-to-effective-planning-is-getting-started-three-steps-to-help-you-overcome-your-planning-inertia/

The First Step to Effective Planning is Getting Started: Three Steps to Help You Overcome Your Planning Inertia | Great Diamond Partners Great Diamond Partners educates and informs our clients about the markets, investing, planning and other topics relevant to our firm. Please contact us directly to discuss any of the information posted here.

Please join us as we wish Susan Welsch, Client Relationship Specialist, all the best in her retirement. Thank
you for your countless contributions over the last 29 years, Susan.
We will miss you!

https://greatdiamondpartners.com/2022/06/28/susan-welsch-to-retire-on-june-30th-after-29-years/

Susan Welsch to Retire on June 30th after 29 Years | Great Diamond Partners Great Diamond Partners educates and informs our clients about the markets, investing, planning and other topics relevant to our firm. Please contact us directly to discuss any of the information posted here.

We are proud to sponsor the New York Philharmonic String Quartet performance presented by Portland Ovations this Sunday, May 1 at 3 PM.

Portland Ovations propels the artistic, social, educational and economic wellbeing of communities through the power of the .

Tickets are still available. Learn more at:

https://portlandovations.org/event/new-york-philharmonic-string-quartet/

New York Philharmonic String Quartet “A marvelous ensemble.” THE NEW YORK TIMES Read program Notes for New York Philharmonic String Quartet by Philip Carlsen The unparalleled New York Philharmonic String Quartet provide the opportunity…

"Fiduciary. Legally and ethically, fiduciaries are required to put their clients’ best interests ahead of their own. I’ve mentioned several times how important it is for me to live my in my career, and responsibility was a large reason for establishing our RIA firm. Loyalty should lie with the client."

Thank you Tyler Gallagher and Authority Magazine for this great interview with Chief Planning Officer Joseph W. Powers, CFP®, CLU® on finding the right .

Joseph W Powers of Great Diamond Partners: 5 Things To Look For When Hiring a Financial Planner or… An Interview With Tyler Gallagher

Financial Advisor IQ reached out to advisors to ask: Do you run your practice and deal with clients in ways that are different from male advisors?

Hear from President & CFO Helen Andreoli and other on shaping .

FAs Weigh In: Advisors Bring Their Own Style to Client Relationships FA-IQ reached out to advisors to ask: Do you run your practice and deal with clients in ways that are different from male advisors?

"Communicate, communicate, communicate. Ownership, management, advisors and family all need to be on the same page. This isn’t always easy, especially when family is involved. Selling your business involves considerable emotions — it’s your baby, after all. If everyone is in agreement and working in concert, the entire sales process will have a greater chance of a positive outcome."

Thank you JasonHartman.com and Authority Magazine for this great interview with CEO Steven Tenney on preparing your business for a lucrative exit.

Steven E Tenney of Great Diamond Partners: Five Things You Need To Know If You Want To Build, Scale… An Interview With Jason Hartman

Thank you Mainebiz for sharing our exciting news and congratulations Helen!

"This announcement is an acknowledgement of Helen's incredible contributions and current responsibilities. She has done a tremendous job of shaping the at the firm..."

Portland wealth management firm promotes founding team member to president Helen Andreoli has been promoted to president of Great Diamond Partners, which is led by CEO Steve Tenney; she will continue to serve as CFO.

Financial Advisor IQ reached out to advisors to ask: What makes a good for female advisors?

Learn from CFO Helen Andreoli and other at the link below:

https://www.financialadvisoriq.com/c/3391534/449844/weigh_common_values_good_mentor_mentee_pairing

We have a very special (albeit somewhat anxious) visitor in the office today: Meg and Andrew's pup, Gertie. Say hi!

Please join us in welcoming Bevin Lucas to our team! Bevin manages the daily in the office and provides support to all team members. Her leadership style, skills in and , and her attention to detail ensure an exceptional experience for clients and visitors.

Read more about Bevin in her full bio:

https://greatdiamondpartners.com/our-team/ -lucas

Financial Advisor IQ reached out to advisors to ask: What are the top financial advice questions you are getting from your clients?

Read what CEO Steven Tenney and other industry leaders had to say at the link below:

https://www.financialadvisoriq.com/c/3429134/437814/weigh_optimized_risk_returns_private_markets_crypto

Thank you Dynasty Financial Partners and Austin Philbin for hosting CEO Steven Tenney on your Powering Independence Podcast.

This episode explores the intersection between and instinct... and how entrepreneurs use benchmarks and quantitative information to track activity and drive results. Listen at the link below:

https://greatdiamondpartners.com/2022/02/07/podcast-dynasty-financial-partners-powering-independence-podcast-how-great-leaders-combine-data-and-instinct-to-produce-results/

"A lot of people think of financial advisors as budget scolds. To them, we appear as the angel on the shoulder, encouraging them to save money for a rainy day and ignore that guy on the other shoulder tempting you to spend it now. Unlike the board game, life isn’t something you win by sitting on the biggest pile of money when you get to the end of the line. In fact, a big part of my job isn’t about helping you accumulate money. It’s about helping you spend the money you have in the most fulfilling ways possible."

Keep reading at the link below for CFO Helen Andreoli's holistic approach to .

https://greatdiamondpartners.com/2022/02/14/enjoy-today-as-you-plan-for-tomorrow/

"This past summer, I was part of a team in a long-distance sailing race off the coast of Maine. As the trimmer, I was essentially responsible for keeping the wind in our sails from 11pm to 2am. That’s a big responsibility, especially in the dark, fighting fatigue and with a few crewmates hanging over the side not feeling so chipper. But I wasn’t alone—I was part of a team."

Keep reading at the link below for:

• CEO Steven Tenney's observations on how anticipation can impact

• five ways you can build anticipation into the framework of your

https://greatdiamondpartners.com/2022/01/14/building-anticipation-into-a-firms-dna/

"We hope you had a healthy and restful holiday season. Personally, the holiday season is always a natural time to reflect back on the past year. Although the years seem to go by faster and faster, I’m always shocked at how much can happen in just twelve months. When thinking back on a year in the markets, I often find myself saying, “that was this year?”. A lot happened in 2021 that may give us some insights into the year ahead..."

Follow the link below to keep reading Founding Partner & Portfolio Manager Jack Piper's quarterly Market Update.

https://conta.cc/3o6vN49

We've partnered with Ethic to design our own Impact Strategy centered on five different pillars of . To broaden our perspectives on each pillar, our team developed an education and discussion series throughout 2021.

In our recent focus on , we watched and shared thoughts on the film 'The True Cost', which explores the human and environmental impacts of the industry. Thank you to Andrew Scott and Helen Andreoli for coordinating and leading the discussion.

Look for a video explaining more about our partnership with Ethic, the Great Diamond Partners Impact Strategy and our five pillars, soon!

Financial Advisor IQ reached out to advisors to ask: What are the biggest you expect to face in your advisory practice this year?

Read what CEO Steven Tenney and other industry leaders had to say.

FAs Weigh In: Biggest Opportunities in 2022 FA-IQ reached out to advisors to ask: What are the biggest opportunities you expect to face in your advisory practice this year?

Take a listen to the Mainebiz podcast 'The Day that Changed Everything' 2021 Wrap Up Show. In a nod to Maine business leaders and , a portion of CEO Steven Tenney's episode was featured. Thank you Andrea, Renee and Alison!

https://greatdiamondpartners.com/2021/12/20/podcast-mainebiz-the-day-that-changed-everything-2021-wrap-up-show/