Wealth Management Strategies

Investing Built Around Your Ambitions.

Experience institutional-grade investment management tailored for the retail investor. Through our strategic partnership with Marbury Asset Management, we focus on what matters: your goals, your costs, and your tax bill.

The Three Pillars

  1. Goal-Oriented We don’t just chase benchmarks. We build portfolios designed to fund your specific life events—retirement, education, or legacy—using a risk-aware framework that aligns with your timeline.
  2. Cost-Efficient Fees eat your future. By leveraging Marbury’s sophisticated direct-indexing approach, we minimize management expenses while maximizing market exposure, ensuring more of your money stays working for you.
  3. Tax-Efficient It’s not about what you make, it’s about what you keep. We utilize strategic tax-loss harvesting to offset gains and lower your tax liability, executed with precision to enhance your after-tax returns.

The In House Advantage

Active Management via Marbury Asset Management. Unlike platforms that rely on “one-size-fits-all” buckets, our partnership with Marbury Asset Management provides our clients with direct oversight of their assets. Marbury manages individual securities with institutional rigor, allowing for a level of customization and control that standard retail platforms cannot match.

Core Features:

  • Constant Monitoring: Our partners at Marbury provide 24/7 oversight of market conditions and portfolio health, ensuring your strategy remains aligned with your objectives in real-time.
  • Individual Security Selection: Your portfolio is built using specific stocks and bonds selected by Marbury’s analysts, allowing for granular control over sectors, themes, and risk factors.
  • Smart Asset Location: We manually oversee the placement of assets across taxable and tax-advantaged accounts to optimize your long-term wealth.
  • Direct Access to Your Investment Manager: Clear, human-led reporting on exactly what you own, why you own it, and how it’s performing within the Marbury framework.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA /SIPC Investment advisory services including financial planning and fee-based managed accounts offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  Diemert Insurance and Marbury Asset Management are not affiliated with Kestra IS or Kestra AS. Investor Disclosures. Insurance services are provided independently and are not associated with any wealth management, financial planning, or investment advisory firm. No recommendation or endorsement of investment services is implied.

Check out our full range of wealth management options: