The Diel-Mahoney Private Wealth Management Group has spent decades helping individuals and families manage their investments with clarity and confidence. Our team takes a hands-on, personal approach—working closely with you to help make sense of the complexities that come with building, managing, and passing on wealth. We can help you tackle questions like:
- What’s the best way to create a legacy plan for our kids and grandkids?
- How much should we set aside for education costs?
- How can we invest for income without taking on too much risk?
- Does our estate plan reflect our wishes and help minimize taxes?
- What should our investment plan look like for the next stage of life?
- How do we include charitable giving in our overall strategy?
- How can we encourage healthy financial habits in the next generation?
Whether you’re building a business or leading one, your work life and financial life are deeply connected. Business owners face complex financial decisions—balancing growth, risk, taxes, and long-term planning—all while staying focused on day-to-day responsibilities. From minimizing taxes to planning for retirement, we help align all the moving pieces, so your investment plan works as hard as you do. We can help you think through questions like:
- How much of my wealth should stay tied to my business?
- Are my personal and professional financial goals aligned?
- How can I reduce risk and protect my assets from liability?
- When should I start thinking about an exit or business transition?
- Are there better ways to manage taxes or unlock liquidity?
- What’s the best strategy for managing cash flow and building long-term wealth?
We recognize the passion, purpose, and dedication that nonprofit organizations, philanthropic individuals, and charitable families bring to their missions. That’s why we’re committed to being more than just private wealth managers—we strive to be trusted partners in helping you drive meaningful, lasting change in your community. Leveraging the deep resources of Wells Fargo Advisors and our team’s personalized support, we help address critical questions that many endowments and foundations face, such as:
- Are our portfolio returns aligned with our long-term spending and grant-making goals?
- How do we balance risk while maintaining liquidity for near-term obligations?
- Are we leveraging planned giving to build long-term financial health?
- How can we manage investments in a way that aligns with our values and promotes tax efficiency?
- What governance and reporting practices can help strengthen donor confidence and transparency?
Whether navigating a career shift, caring for both children and aging parents, facing life transitions, or planning for retirement—you may be juggling responsibilities that can impact how and when financial decisions are made. We can help you explore important questions like:
- How can I grow and protect my wealth in a way that works for me?
- What steps should I take after the loss of a spouse or partner?
- Can you help me make clear financial decisions during or after a divorce?
- Am I eligible for spousal benefits through Social Security from a former marriage?
- How can I align my investments with my personal values?
- What’s the best way to create reliable income in retirement?
- How do I set up an estate plan that reflects my wishes and supports those I care about?
We are deeply honored to serve Catholic charities that are dedicated to living out their mission through acts of service, compassion, and community support. Stewarding with purpose and prudence, our team works with dioceses, religious orders, Catholic schools, and charitable foundations to deliver investment management, strategic planning, and prudent oversight. Using a personalized, mission-aligned approach, we help address key questions such as:
- Are our investments adhering to USCCB guideline?
- How do we ensure our endowment can support our ministries both today and for future generations?
- What investment policies and risk management strategies best support our stewardship responsibilities?
- How can we structure our portfolio to support long-term stability while maintaining liquidity for near-term needs?
- Are we positioned to grow donor trust through transparency, performance, and accountability?