Diversified Wealth Strategies, LLC, is an independent financial services organization. As such, we have the freedom to provide diverse guidance and insight to our clients. We recognize each person's situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals.
Accordingly, our approach is to pursue an in-depth understanding of your financial situation and personal values as they relate to your financial plan. This approach enables us to assist and guide you as we strive to turn your goals into reality. We choose the best products for your particular circumstances, and propose cost effective, tax-efficient solutions.
Although markets may at times be unstable, our service will never falter.
Our firm was founded with a mission to provide the highest levels of practical, sound, and objective advice that is in the best interest of the client. Together we have comprehensive expertise in every important area of personal and business wealth management.
- Our group oversees over $200 million in client investments and retirement account assets.
- We have over 100 years of combined experience and do business in 19 states.
- Four of our advisors are CERTIFIED FINANCIAL PLANNERTM professionals; two hold Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations; one has a Master of Science in Financial Services (MSFS), and another has a master's degree in business.
- In addition, Diversified Wealth Strategies members have obtained several other professional designations and advanced planning certifications.
Our well-trained team of specialists can help meet all of your wealth management needs. Using a team approach that grows out of strategic affiliations with legal and tax professionals, each team member has an area of expertise. We strive to keep up with the constantly changing financial and insurance industries through extensive continuing education programs. So, you can feel comfortable that all of your financial needs are met by our organization.
Our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, provides us with state-of-the-art technology, research, and back-office support.