Our Approach

Developing a comprehensive Financial Strategy

At Diddel & Diddel our focus is on the client as an individual, a family, or a business.   Our goal is to create a client focused financial strategy that supports your goals and objectives.  

We recognize that each client has their own unique circumstances and needs, and we customize our approach to ensure the optimal mix of short, medium and long term strategies, client by client.  We assist clients in accumulating, conserving and distributing wealth through a variety of financial vehicles.  Every client strategy recognizes the impact of taxes, and while we do not give tax advice, we seek to minimize the impact of taxes to maximize after-tax benefits.

We begin our relationship by understanding your goals and objectives, and ensure that we remain aligned with your needs by periodic meetings to understand changes that may have occurred in your family or business.  We look at your assets, liabilities, income and expenditures and develop a financial plan to optimize the availability of your financial resources to meet your needs, today, in the short and longer-terms.   We welcome our clients’ direct involvement in the planning and execution of their wealth strategies.

Our strategies are multi-dimensional within an overall strategic asset allocation include:

• risk management
• tax effective asset location
• may leverage the  use of special purpose partnerships and trusts
• asset management, both directly and through the use of selected best-of breed third party managers

We welcome new clients and host initial meetings to start the process of understanding your goals and needs, and to allow you to experience the Diddel & Diddel approach.  As such, we offer a complimentary initial financial analysis to identify potential weaknesses or opportunities in your current financial plans, with no obligation on your part.  

 Our Company 

Diddel & Diddel is a full-service, financial strategies and management firm located on the waterfront at The Stamford Landing in Stamford, Connecticut. Our family-owned business has a 25+ year track record helping our clients successfully achieve their financial objectives and life goals.  We are registered representative of Sammons Securities Company LLC and provide investment advisory services through Sigma Planning Corporation.