On March 12, 2019, Ora Citron Private Wealth Management announced an agreement with The Diamond Group Wealth Advisors to join forces.
After the acquisition, Ora Citron Private Wealth Management (“Ora Citron”) will operate in conjunction with The Diamond Group Wealth Advisors (“The Diamond Group”), using both the Walnut Creek and San Ramon offices. Further terms of the deals were not disclosed.
Ora Citron is a Northern California-based private wealth management firm that provides financial planning services including managed asset portfolios, investment portfolio analysis, insurance planning, retirement planning, and life transition planning.
The Diamond Group is a Northern California-based wealth management firm that provides financial and retirement planning and advisory services.