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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-24-2000
- Office Locations
- 3
Office Locations
About Diastole Wealth Management
Diastole Wealth Management is a Guilford, CT wealth manager focused on individualized, comprehensive financial planning and portfolio management for high-net-worth and multi-generational families, including entrepreneurs. The firm stewards client and pooled investment-vehicle assets, with portfolios emphasizing ETFs and fixed income. Integrations include Charles Schwab custody and the Black Diamond platform.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ELIZABETH EARLY COOK
Founding Partner, PRINCIPAL
- CRD
- #1025179
- Ownership
- 25% but less than 50%
ELIZABETH DIANA EDEN
Chief Executive Officer, President
- CRD
- #1023859
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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BARBARA ANN BUZZELLI
Senior Financial Advisor
- CRD
- #4092965
JOSEPH THOMAS DEPATIE
--
- CRD
- #6416754
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $274,589,135 | $216,212 |
| Non-Discretionary | $121,429,962 | $740,427 |
| Total | $396,019,097 | $276,164 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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