Tony Carini is President and Founder of Diversified Wealth Strategies, LLC and an Investment Advisor Representative of Woodbury Financial. Tony specializes in helping individuals and businesses with asset accumulation, retirement, estate planning, financial education and insurance services. Tony is also a Certified Financial Fiduciary® (CFF).
With over 36 years of experience as an investment specialist and insurance professional, Tony has the experience you can count on to assist individuals, families, and businesses in providing strategies relating to their asset accumulation, insurance protection and distribution needs.
Tony will assist in helping you to:
-Identify “the purpose” of your money,
-Establish and prioritize your financial goals,
-Understand the numerous financial products available,
-Implement your strategy with investment/insurance protection products that best match your needs,
-Routinely review your accounts to make sure they are up-to-date.
As an independent professional, Tony helps you grow and preserve your assets with a broad variety of investment and insurance products so you have the options and help you need for a more financially independent future, and to help preserve your legacy.
A Thorough Process:
"My goal is to help clients establish their objectives and prioritize them. The process requires a keen sense of listening coupled with questioning and probing to build a clear understanding of where my clients are now and model for the future."
"My process is quite simple, yet thorough. I help my clients untangle the vast amount of information available to them. When we are confident that all the bases have been covered, then it’s time to develop and implement strategies."
"My independence gives you a wide variety of products and services to choose from to help achieve your goals and objectives. I get the job done professionally and effectively, from asset accumulation to asset and wealth preservation strategies."
Tony is the father of 4 children and 9 grandchildren. In his spare time, Tony enjoys all things sports; especially supporting our Green Bay Packers, Milwaukee Brewers and Bucks teams. Tony puts his all into everything he does, which means family is on the top of the list. On the weekends you can find him working on home projects, playing in the water on our local lakes during the summer, gathering with family and friends, and of course playing his bass guitar at local venues.