What departments does Diversified Wealth Strategies have?

Diversified Wealth Strategies has employees across 4 departments including Customer Success, Banking, Information Technology, Environmental Services.

What is the largest department at Diversified Wealth Strategies?

The largest department at Diversified Wealth Strategies is Customer Success with 1 employees.

Where are Diversified Wealth Strategies employees located globally?

Diversified Wealth Strategies has employees across 1 continents and 1 countries including United States Of America.

How has Diversified Wealth Strategies's team size changed over time?

Diversified Wealth Strategies's team has decreased from approximately 13 to 10 employees based on available data.

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Diversified Wealth Strategies Employee Directory

Financial ServicesNew York, United States11-50 Employees

Diversified Wealth Strategies operates in the financial services sector, providing wealth management services for individuals and business clients. The firm emphasizes practical, objective guidance intended to serve clients' best interests and uses a team-based approach that draws on expertise across wealth management, supported by collaboration with legal and tax professionals. With more than a century of combined experience, the team serves clients across 28 states.

The company is based in East Syracuse, New York. Securities and advisory services are offered through Commonwealth Financial Network, a registered investment adviser, while fixed insurance products and services are provided directly by Diversified Wealth Strategies. The firm's services are focused on individuals within a defined list of states.

Diversified Wealth Strategies Global Highlights

North America
20

United States Of America
20

Diversified Wealth Strategies's Leadership

K. L.
Partner
Mobile Phone
Email
S. P.
Client Relationship Manager
Mobile Phone
Email
C. D.
Financial Advisor
Mobile Phone
Email
L. S.
Natural Resources-Asia
Mobile Phone
Email
M. B.
Supervisor At Irs Environmental Of Wa
Mobile Phone
Email

Diversified Wealth Strategies Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Diversified Wealth Strategies

Name

Title

Contact

Location

Last Update

K. L.
Partner
Mobile Phone
Email
Oct 17, 2024
S. P.
Client Relationship Manager
Mobile Phone
Email
Oct 17, 2024
C. D.
Financial Advisor
Mobile Phone
Email
Jun 03, 2026
L. S.
Natural Resources-Asia
Mobile Phone
Email
Oct 17, 2024
M. B.
Supervisor At Irs Environmental Of Wa
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Diversified Wealth Strategies known for?

Diversified Wealth Strategies was founded in 2008 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-315-446-****

. Explore Diversified Wealth Strategies's company overview page for more information.

What is Diversified Wealth Strategies's most common email format?

Diversified Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Diversified Wealth Strategies email formats with LeadIQ.

How many employees does Diversified Wealth Strategies have currently?

Diversified Wealth Strategies has approximately 12 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Diversified Wealth Strategies's key employees and leadership?

As of July 2026, Diversified Wealth Strategies's key employees include:

Partner: K. L.
Client Relationship Manager: S. P.
Financial Advisor: C. D.
Natural Resources-Asia: L. S.
Supervisor At Irs Environmental Of Wa: M. B.

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Diversified Wealth Strategies Employee Directory

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