Helen Andreoli

Great Diamond Partners is a registered independent wealth management firm, committed to serving sophisticated clients and their families. Our team focuses on their financial and lifestyle needs, including the preservation, growth, protection and transfer of their wealth. Integral to our planning services is our unique focus on charitable giving, an effort that is important to many of our clients and reflects our team members’ commitment to serving the greater good of our communities. Great Diamond Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.