TOGETHER, WE CHART A COURSE
TO PURSUE YOUR FINANCIAL SUCCESS.
Core Values & Guiding Principles
Building long-term relationships is our priority at Diversified Wealth Strategies, LLC. We start the process by taking the time to listen and understand each of our clients' needs. Our team of 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.
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.
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 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 the tools necessary to address all of your financial concerns. 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.