DZ
David Zinreich
Lead Advisor, Partner at Black Diamond Financial,
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Work Experience
Lead Advisor, Partner
Nov 2013 - Present · 11 years and 1 months
Zinreich Equities, LLC
President
Mar 2013 - Present · 11 years and 9 months
Strategic Advisor
Jan 2018 - Dec 2018 · 11 months
Company Details
Black Diamond Financial, LLC is a fee-only registered investment adviser with a unique and holistic focus on preserving and enhancing wealth. Our mission is to help you achieve your financial goals through the use of low cost, tax-efficient investment strategies. We create individualized investment portfolios for each client that are risk-appropriate, returns optimized, and tax-efficient. Where appropriate, we incorporate institutional quality private investments to capture illiquidity premiums or yield opportunities. Furthermore, we believe cost is a critical factor in any successful investment strategy and therefore offer fully transparent pricing that is well-below industry standard. As an employee-owned firm focused on our fiduciary duty, we make our clients’ interests our highest priority.
Year Founded
2007
Social Media
Linkedin
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
305 West Pennsylvania Avenue Towson, MD 21204, US
Keywords
Investing AdviceCollege PlanningRetirement PlanningEstate PlanningTax Efficient InvestingBusiness ValuatioPrivate Investment AnalysisReal Estate Investingfamily office servicestax loss harvesting
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