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DeGaetano, Jim

CEO

Diamond Wealth Advisors

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Luminaries 2026

Financial Planning/Tax Planning

Luminaries 2026 Impact Statement

Jim DeGaetano is the CEO of Diamond Wealth Advisors, a wealth advisory firm serving successful families, business owners, professionals, and retired servicemembers. Over the past 18 months, Jim has led a remarkable period of growth and organizational transformation, guiding the firm from approximately $300 million to more than $650 million in assets under management while expanding into the Northern Virginia market. Beyond financial growth, Jim's leadership has focused on building a scalable organization capable of delivering exceptional client service for years to come. He has strengthened the firm's leadership structure through key hires, including a COO, Senior Wealth Advisor, Associate Wealth Advisor, and Executive Assistant, while implementing systems and processes designed to support long-term success.