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Diversified Wealth Strategies
Tailored Wealth Management
Our commitment is to help you work towards achieving all your financial goals and to provide you with a more financially independent retirement. At Diversified Wealth Strategies, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that can contribute toward a more financially independent future. We strive to provide impeccable client service to help reduce taxes and preserve assets by utilizing numerous investment products and strategies, so we can help preserve our client’s lifestyle for a lifetime.
Without any conflicts of interest, we put your needs first.
We create strategies that are tailored to your needs and goals.
We enjoy building trusted relationships that span generations.
Want to learn more about retirement, Social Security, or estate strategies?
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Effective October 1st, our new office location will be at:325 Forest Grove DriveSuite 201Pewaukee WI 53072262-875-4585
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
We understand our valued clients may need to cancel or reschedule appointments due to a variety of reasons. We are more than happy to provide you the option of virtual appointments in lieu of personal appointments if you are not feeling well, or unable to meet in person. Many people are experiencing illnesses at this time and we want everyone to stay as healthy as possible. If you do need to cancel an appointment, we request you to please call our office directly at 262-875-4585 at your earliest convenience. All voice messages are retrievable through email and your message will be heard promptly with a follow-up call from one of our professionals to reschedule a new appointment. Thank you!
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