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  • Randi Bednarczyk
    1840 San Miguel Dr, Ste 202 Walnut Creek, CA 94596-4912 T: 925.478.5524 F: 925.478.5526
    Map and Directions Map and Directions
  • James Bassett
    2333 San Ramon Valley Blvd., Ste 450 San Ramon, CA 94583-4456 T: 925.478.7777 F: 925.478.7781
    Map and Directions Map and Directions
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Dispelling Medicare misconceptions
Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Review these facts about five common Medicare myths.
Retirement & Longevity
Using securities-based lending to fund business growth
Invest in your business without disrupting your investments.
Business Ownership
Read
Read
How corporate executives are leveraging AI
From innovation and competitiveness to streamlining productivity.
Business Ownership
Giving well when you decide to give
Saving well, spending well and investing well are essential to a financially sound lifestyle, but for those inclined toward philanthropy, giving well should garner similar consideration.
Estate & Giving
The ins and outs of nonqualified deferred compensation
A versatile tool that can help enhance the benefits package you offer your employees.
Business Ownership
Read
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
Read
AI and cybersecurity: Fighting fire with fire
Artificial intelligence is creating new, more complex cybersecurity challenges. It may also hold the solutions.
Technology & Innovation
Read
Future-focused communication can help your heirs flourish
Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
Estate & Giving
Weave more of what you love into everyday life
How to mindfully incorporate your favorite things in your day-to-day.
Family & Lifestyle
Social Security increases benefits by 2.5% for 2025
The 2025 Social Security cost-of-living adjustment (COLA) has been announced.
Retirement & Longevity
Make the most of Medicare's open enrollment period
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity

The future at your fingertips

Diamond Oak Wealth PartnersDiamond Oak Wealth Partners
  • Randi Bednarczyk: 1840 San Miguel Dr, Ste 202 Walnut Creek, CA 94596-4912
  • T: 925.478.5524
  • F: 925.478.5526
  • Map & Directions
  • Map & Directions
  • James Bassett: 2333 San Ramon Valley Blvd., Ste 450 San Ramon, CA 94583-4456
  • T: 925.478.7777
  • F: 925.478.7781
  • Map & Directions
  • Map & Directions

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. DiamondOak Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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