Family Business
Great Diamond Partners
First Name | Helen |
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Last Name | Andreoli |
Company / Organization | Great Diamond Partners |
Primary Contact | Steven E. Tenney |
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Job Title | Founding Partner |
Website | www.greatdiamondpartners.com |
Phone | 207-274-2506 |
Address 1 | 22 Monument Square - Suite 300 |
City | Portland |
Province / State | ME |
Postal Code | 04101 |
Service Category
Financial Services
Business Description
Our wealth management team is structured as a family office working with Maine based families who have achieved success in their family business. Utilizing a disciplined process, we cover the important components of advanced planning, investment consulting and relationship management. Great Diamond Partners is fortunate to work with many families over three to five generations, providing continuity and ultimately helping them define and leave a meaningful legacy.
Get in touch with us via phone, email, or online contact form, and we’ll be in touch to discuss the ways in which we can work together.
P.O. Box 3364
Portland, Maine 04104 USA