Diversified Wealth Strategies Employee Directory

Financial ServicesNew York, United States11-50 Employees

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

Sign up for free to view info

Company overview Email format