The Diamond Group Wealth Advisors

Marilyn is the Founder and CEO of The Diamond Group Wealth Advisors and is a nationally recognized Financial Educator, Author, Speaker and Wealth Manager who you may have seen in NBC, ABC, CBS and FOX network affiliates and Yahoo News, Wall Street Journal’s Market Watch, Wall Street Select and others. Marilyn and her team at The Diamond Group Wealth Advisors have been showing business owners, health care professionals, and executives how to accumulate, preserve, and pass on their wealth for almost 20 years.

As a successful wealth manager and a private investor, Marilyn has a deep passion for supporting her clients. Her desire to understand her clients’ goals, needs, challenges, and opportunities sets the foundation to DGWA’s integrated wealth management. She has developed The Prosperity Planning Process that includes strategies for Wealth Accumulation, Wealth Preservation and planning for your ideal retirement lifestyle. She works closely with a select team of attorneys, CPAs, mortgage advisors, and property and casualty advisors. Leveraging her deep industry knowledge, wealth management strategies, and her purpose and passion to serve, Marilyn supports her clients’ journey toward financial independence.

• Women's Wealth Manager
• Serving and supporting executives, entrepreneurs, healthcare professionals
• Financial Planning | Portfolio Management | Retirement Plans | Estate and Legacy Planning | Group Benefits | Insurance
• Founder, Savvy Women Community
• Marilyn Suey Blogs

• Miriam Del Rosario
  6101 Bollinger Canyon Rd., Suite 367

  San Ramon, CA 94583
• Marilyn Suey
  Phone: (925) 219-0080
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