April 2, 2018 - OnMark Asset Management, a boutique investment management and financial planning firm, is delighted to announce that W. Grant Diamond and Cassie Diamond are now affiliated with OnMark Asset Management, LLC. “We are thrilled to have Grant and Cassie as part of OnMark. Their heartfelt approach to helping others will be a fantastic fit with OnMark’s systematic process for investors seeking financial planning guidance that is tailored to their personal needs and objectives," said Damon S. Winter, LUTCF®, CFS®, FSCP®, RFC® co-founder of OnMark.
OnMark is an established firm in the financial services profession, utilizing a thoughtful approach by first building holistic, personalized financial plans; thereafter managing investment assets in order to complement their client’s financial plans. Joining OnMark, Grant and Cassie Diamond are positioned to provide expanded client services, such as the Elite Client App, access to integrated technology, as well as a new, subscription-based financial planning model.
Based in Lake Oswego, Oregon, OnMark team members are strong advocates of providing investment and planning education to individuals, families and small businesses. Their belief is that when clients are better informed, better financial decisions will follow.
Grant Diamond, Cassie Diamond and Damon Winter offer securities and advisory services through KMS Financial Services, Inc., member FINRA/SIPC.
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Company Name: OnMark Asset Management, LLC
Contact Person: Mary Newman
Email:Send Email
Phone: 503-726-5963
Country: United States
Website: http://www.onmarkam.com/
