Diamond Mountain Financial

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Helping businesses, professionals, and their families minimize taxes, grow their assets, and establish generational wealth.

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  (800) 598-1870

Copyright © 2026 Diamond Mountain Financial, LLC.
All rights reserved.

Disclaimers

1. General Information Only

The information provided by Diamond Mountain Financial is for general informational and educational purposes only and is not intended as, and should not be relied upon as, personalized financial, investment, tax, or legal advice. Any discussion of financial strategies is provided for illustrative purposes and may not be appropriate for all individuals or situations.

2. No Advisor-Client Relationship Established

Accessing this website, reviewing its content, or communicating with Diamond Mountain Financial through this site does not create an advisor-client relationship. A formal advisory relationship is established only through a written agreement after all applicable regulatory, disclosure, and suitability requirements have been satisfied.

3. Investment Risk Disclosure

All investments involve risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful or achieve its intended objectives. Past performance does not guarantee future results, and market conditions may cause investment outcomes to vary significantly.

4. No Guarantee of Results

Any strategies discussed by Diamond Mountain Financial, including those related to tax efficiency, asset protection, or long-term wealth planning, are not guarantees of future performance or outcomes. Financial planning and investment results are influenced by market conditions, legislative changes, economic factors, and individual circumstances.

5. Tax and Legal Disclaimer

Diamond Mountain Financial does not provide legal advice. Any references to tax strategies or tax planning are general in nature and should not be relied upon without consultation with a qualified tax professional or attorney. California and federal tax laws are subject to change, and such changes may materially impact planning strategies.

6. California Regulatory Disclosure

Diamond Mountain Financial provides investment advisory services only in jurisdictions where it is properly registered or exempt from registration, including the State of California, as applicable. Nothing on this website constitutes an offer or solicitation to provide advisory services in any jurisdiction where such offer or solicitation would be unlawful.

7. Third-Party Information and Links

This website may contain references or links to third-party information, websites, or resources. Diamond Mountain Financial does not control, endorse, or guarantee the accuracy, completeness, or timeliness of third-party content and assumes no responsibility for its use.

8. Privacy and Data Use (California Residents)

Diamond Mountain Financial respects the privacy rights of California residents under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA). Personal information collected through this website is handled in accordance with applicable privacy laws. For additional information regarding data collection, use, and consumer rights, please refer to the firm’s Privacy Policy.

9. Electronic Communications and Security

Communications transmitted via this website, email, or other electronic means may not be secure. Diamond Mountain Financial advises against sending sensitive or confidential information electronically unless appropriate safeguards are in place.

10. Forward-Looking Statements

Any statements regarding future financial performance, economic conditions, or anticipated outcomes are forward-looking in nature and subject to risks and uncertainties. Actual results may differ materially due to factors beyond the firm’s control.

11. Limitation of Liability

To the fullest extent permitted under California law, Diamond Mountain Financial shall not be liable for any direct, indirect, incidental, or consequential damages arising out of or related to the use of this website or reliance on its content.

12. Changes to This Disclaimer

Diamond Mountain Financial reserves the right to modify, update, or revise this disclaimer at any time without prior notice. Continued use of this website constitutes acceptance of any such changes.