ABOUT US
Commonwealth Research Team
Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service.
ABOUT US
Our Team
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Rich is a partner in Diversified Wealth Strategies, LLC. Our primary focus at DWS is managing client wealth and comprehensive financial planning. We will design a financial strategy specific to your needs. MORE
Carl has more than 35 years of experience in the financial services industry, the last 25+ years focusing on Comprehensive Wealth Management, Investment Advice and Retirement Plan Consulting for business, professionals and individuals and families. He received his B.S. in Business Administration, with a minor in accounting, from Le Moyne College. He is an Accredited Investment Fiduciary®, a Certified Plan Fiduciary Advisor and an Investment Adviser Representative with Commonwealth Financial Network. MORE
Jay Donohue is a founding member and partner of Diversified Wealth Strategies, LLC; an independent financial service firm located in Syracuse, NY. The firm’s advisors provide comprehensive financial and wealth management advice to meet the needs of you, your family, or your business/practice across the Eastern United States. MORE
Chris is a partner and wealth manager with Diversified Wealth Strategies, LLC. He provides comprehensive financial solutions for individuals and businesses who want to effectively accumulate, protect, and distribute their wealth. MORE
Gary is a CERTIFIED FINANCIAL PLANNER™ professional who has been working with individuals and business owners for over nineteen years. He specializes in wealth accumulation, management, and distribution, with a focus on individuals who are approaching retirement. MORE
Bill is one of the founding partners of Diversified Wealth Strategies, LLC. As a CERTIFIED FINANCIAL PLANNER™ professional, Bill maintains FINRA Series 7 and 66 securities registrations along with life and health insurance licenses and is an Investment Adviser Representative of Commonwealth Financial Network. MORE
Patrick is a financial professional with Diversified Wealth Strategies, LLC, helping businesses and individuals alike to protect and grow their assets. MORE
Skip is a wealth manager with Diversified Wealth Strategies, LLC, specializing in comprehensive financial planning for his clients. Skip offers specialized financial assistance to small business owners and 401k planning. MORE
Bill is a CERTIFIED FINANCIAL PLANNER™ professional with Diversified Wealth Strategies. He works side by side with both individuals and small businesses to create customized solutions to help meet their financial planning goals today and well into the future. MORE
As a client relationship manager for Diversified Wealth Strategies, since 2021, Shannon provides service to clients of Bill Zaika and Bill Zaika. In her role, she onboards new clients, services inquiries, completes asset transfers and provides ongoing support. Shannon holds a Bachelor's Degree from Rochester Institute of Technology.