Our Process

Diversified Wealth Management is a truly unbiased full service wealth management firm that focuses on delivering customized solutions designed to address the individual needs and goals for every stage of life. We pride ourselves on delivering a unique and first class experience centered around your goals and objectives. In order for every client to receive the individualized attention that they deserve we have developed a 6 step program in order to fully understand you.

  • Getting Acquainted – It is of utmost importance that we start our relationship by getting a better understanding of you, where you come from, and what is important to you. We will work together to define your goals, determine your expectations, and identify your challenges. We want you to gain confidence in us and invite you to bring your list of questions to learn what makes us different.
  • Discovery / Fact Finding – Once you have made the decision to become a client of Diversified Wealth Management Solutions, we would like to take a deeper look into your overall financial picture. In this meeting we will set specific goals (i.e. retirement, wealth accumulation, college planning, etc.)and discuss your liabilities (i.e. education debt, mortgage, business loans, etc.). We will gain an understanding of what your current cash flows look like and evaluate your risk tolerance preferences.
  • Investment Plan Presentation – Following the discovery / fact finding meeting we will develop strategies that will help you accomplish your goals. Utilizing everything that we have learned, we will design a unique plan to reach your individualized objectives. We will explain the strategies, why they are in place, and answer any questions.
  • Client Orientation - At Diversified Wealth Management Solutions, we have partnered with a number of top rated technology firmsin order to provide you with additional tools and resources. Once you have received your first statement, we would like to invite you back to review these tools and resources available to you as well as to review your statement in full detail.
  • On-Going Review and Due Diligence – We will continue to monitor your accounts and investments, reaching out to you if anything requires your attention. We proactively contact you on a quarterly basis (at a minimum). 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.
  • Semi-Annual Review – We recommend two, in person portfolio reviews during the year. All clients should meet with us at minimum one time 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.

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