A: Every client is unique and in such, should be provided with an equally unique experience. We believe that the power of listening and fully understanding our clients allows us to personalize every relationship. Our service model and accessibility, place our clients as our priority, and give us the edge over other firms in a similar line of business.
A: Our mission is to deliver a customized, truly unbiased, full service wealth management experience for every stage of life and to provide an unparalleled level of service that leads to a lifelong relationship.
A: You can expect to receive sound and competent advice, reasonable and transparent fees, and prompt attention to your questions and concerns. We will provide you unbiased opinions and advice for virtually all of your wealth management needs. Our clients appreciate our commitment to strong communication and thorough explanations to their questions.
A: At Diversified Wealth Management Solutions we have spent years furthering our education and studying the business. We continue to spend countless hours staying abreast on changes and leveraging our experiences to add value to our clients. Often, emotions can cause an individual to make irrational decisions. By hiring Diversified Wealth Management Solutions, we can stay objective in our approach and help to avoid these pitfalls. We will add an extra layer of accountability and give you the added freedom to enjoy your time doing the things that you love to do.
A: Since every situation is unique we service a wide variety of clients. Most of our clients tend to value the personalized touch and unbiased advice that our independent firm can deliver. Given that we typically charge a fee that is based on assets under management, we are best suited to serve those with investment portfolios that are over $200,000. Our clients include:
A: Diversified Wealth Management Solutions participates in the TD Ameritrade Institutional program. TD Ameritrade Institutional is a division ofTD Ameritrade, Inc. ("TD Ameritrade") member FINRA/SIPC. TD Ameritrade is an unaffiliated SECregisteredbroker-dealer and FINRA member. TD Ameritrade offers to independent investmentadvisers, services which include custody of securities, trade execution, clearance and settlement oftransactions. You will receive an account statement directly from TD Ameritrade on a month basis.
A: DWMS does not charge any fees to prospective clients until they actually decide to become clients. Call our office at 559-412-8492 to schedule a free consultation.
A: Upon scheduling your initial appointment, we will send you a new client kit checklist which will detail all the information you should bring.
A: We proactively contact you on a quarterly basis(at a minimum) and recommend two, in person portfolio reviews during the year. All clients should meet with us at minimum once annually. It is during this time that we will discuss progress towards your goals, recommend changes if needed, and discuss any material events in your life. Our goal is to always be accessible and available to you when you need us; and are always available for meetings, emails or calls as you request them.