Diamond Wealth Management, LLC

Diamond Wealth Management, LLC, founded in March 2025, is a financial advisory firm based in Tucson, AZ. The firm specializes in investment management and financial planning services. Arthur "J" Smithee Jr., CFP®, the lead advisor, has a diverse educational background, including coursework in Personal Finance at Brigham Young University. With over a decade of experience in the financial industry, Smithee has held various roles in investment advisory and real estate. Clients of Diamond Wealth Management can benefit from Smithee's expertise in business and estate planning, family succession planning, and charitable and tax strategy planning. Smithee also operates as an insurance agent and a licensed Utah real estate agent, offering services in these areas to clients. While there may be potential conflicts of interest due to commissions received, the firm upholds a fiduciary obligation to prioritize clients' best interests. Smithee's additional compensation includes earnings from his roles as an insurance agent and manager of affiliated firms. Clients' investments are supervised by David Hill, the Chief Compliance Officer, who conducts regular reviews and interactions with Smithee to ensure compliance and quality service. For more information, clients can contact David Hill at 801-216-4811 or [email protected].