Diversified Wealth Strategies

www.divwealth.com

Our firm was founded with a mission to provide the highest levels of practical, sound, and objective advice that is always in the best interest of the client. Together we have comprehensive expertise in every important area of personal and business wealth management. Our group has over 100 years of combined experience, and does business in 28 states. 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 can be met by our organization. Strictly intended for individuals in: AZ,CA,CO,CT,DE,FL,GA,IL,MA,MD,ME,NC,NH,NJ,NV,NY,OH,PA,SC,TX,VA. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Diversified Wealth Strategies. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html

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Our firm was founded with a mission to provide the highest levels of practical, sound, and objective advice that is always in the best interest of the client. Together we have comprehensive expertise in every important area of personal and business wealth management. Our group has over 100 years of combined experience, and does business in 28 states. 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 can be met by our organization. Strictly intended for individuals in: AZ,CA,CO,CT,DE,FL,GA,IL,MA,MD,ME,NC,NH,NJ,NV,NY,OH,PA,SC,TX,VA. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Diversified Wealth Strategies. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html

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Country

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State

New York

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Employees

11-50

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Founded

2008

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Risk Management

    Email ****** @****.com
    Phone (***) ****-****
  • Partner and Wealth Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Certified Financial Planner Professional

    Email ****** @****.com
    Phone (***) ****-****

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