Our Community involvement
Our advisors and support staff share values that extend well outside the office. Philanthropy is at the heart of our organization, and we exemplify this belief through firm-wide initiatives as well as individual charitable and community involvement opportunities throughout the year.
The Diamond Point Wealth Partners organize events throughout the year where our advisors and staff are able to strengthen relationships outside the office while at the same time contributing to charitable causes, both on a local and national level.
Cycle for Life
Peter Sechoka has taken part in the Annual Massachusetts Cycle for Life Ride with Team Centinel for many years to support the Cystic Fibrosis Foundation in their mission to find a cure.
Grants for Good
In the past, we have partnered with organizations to assist them in achieving the following missions:
• Fueling promising cancer research, support and care programs
• Ending hunger in New England through the distribution of healthy meals
• Assisting those who have served our country and their families through dedicated programs and services
• Providing the essentials to homeless and low-income children
One of our Financial Advisors, Robert Basiri, was honored to be named the recipient of the 2022 Grants for Good Award.
Cradles to Crayons
Annually, the Diamond Point Wealth Partners volunteer at Cradles to Crayons Massachusetts alongside our OSJ, Centinel Financial Group's team members. This year our team helped at the first stage of C2C’s donation process, and sorted through six large bins of clothing, shoes, and books. These goods will be packaged and provided to children in need.
F.A.M.I.L.Y Movement
Robbie and Peter have been mentoring first time homebuyers in the Greater Boston Area through F.A.M.I.L.Y Movement. Robbie secured one of six grants awarded by the Invest in Others Charitable Foundation through its Grants for Good program. F.A.M.I.L.Y Movement received $20,000 in funding from Invest in Others. Four new home buyers each received $5,000 toward their new home purchase!
NAIFA - Washington, DC
Peter Sechoka and Robert Basiri regularly travel to Washington DC for NAIFA's (National Association of Insurance & Financial Advisors) Annual Congressional Conference. They also participate on the local level with NAIFA MA.
This is an important grassroots effort to advocate on behalf of our businesses, clients, consumers, and the insurance and financial services industry.
MAVA Conference - Massachusetts
For more than a decade, Peter Sechoka and Robert Basiri have been guest speakers at the Massachusetts Association of Vocational Administrators (MAVA) yearly conference, where they share their insights on retirement planning and their knowledge of the Massachusetts Teachers Retirement System (MTRS).