Diastole Wealth Management Information

Diastole Wealth Management is a registered investment advisory firm with two main areas of business. First, we provide investment consulting to our own clients, ultimately placing client assets in our investment advisor managed accounts program. Secondly, Diastole Wealth Management offers the same managed accounts program services for distribution by other qualified investment firms and their financial advisors.
Diastole Wealth Management is not a broker/dealer and does not receive fees from any of the advisors or funds recommended; therefore, conflicts of interest are minimized.
Furthermore, Diastole Wealth Management has adopted compliance procedures to restrict the trading of employee accounts in securities owned by our advisors.