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Core Values and Guiding Principles

Building long-term relationships is our priority at Diversified Wealth Strategies, LLC. We start the process by taking time to listen and understand each of our clients' needs. Our seasoned advisors work closely and comprehensively with families and individuals to help them meet their lifetime financial needs and desires. Together, we chart a course to pursue your financial success.

  • We provide options and seek solutions with you, not for you.
  • We believe in using prudent investment strategies to guide and sustain our clients' financial direction.
  • We are committed to providing exceptional service and personal attention.

Our primary focus is always on you.

In the News

Richard I. Kalina, CLU®, ChFC®, MSFS, AIF® Attends Exclusive Conference for Financial Advisors

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