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Diamond Mountain Financial, LLC
8351 Pinot Grigio St
Roseville, CA 95747
(800) 598-1870

Services

  • Wealth Planning
  • Tax Strategy
  • Investments
  • Business Strategy
  • Exit Planning
  • Family Business
  • Equity Planning
  • Protection
  • Financial Alignment
  • Legacy Planning

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Disclaimer: Registered Representative and Financial Advisor of Emerson Equity LLC. Securities are offered through Emerson Equity LLC, Member FINRA/SIPC. Emerson Equity LLC is not otherwise affiliated with Diamond Mountain Financial or any other entity identified herein, and no such affiliation should be implied by references on this website.

Investment advisory services may be offered through Diamond Mountain Financial, a Registered Investment Adviser. Advisory services are separate and distinct from the brokerage services provided through Emerson Equity LLC, and different rules, standards, and compensation structures may apply to each type of service.

Investors are encouraged to review Emerson Equity LLC’s Client Relationship Summary (Form CRS) for information regarding services, fees, costs, and potential conflicts of interest, as well as how to obtain additional firm details. Additional information about Diamond Mountain Financial’s advisory business is available in its Form ADV at adviserinfo.sec.gov.

All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results, and no investment strategy can assure success. This website is intended for U.S. residents only and is for educational purposes, not personalized investment, tax, or legal advice. Consult qualified professionals regarding your specific circumstances.

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