Diversified Wealth Management Solutions
7498 N Remington Ave, Suite 103
Fresno, CA 93711
Phone: (559) 412-8492

About Us | Who We Serve

At Diversified Wealth Management Solutions, our goal is to make our clients financially independent. Our clients all have different needs that our team of experienced professionals create individualized investment plans for. You may be wondering who the people that we serve are, i.e. who our clients are. In a nutshell, our clients are:

  • Retired Individuals: In many instances, these clients are looking for ways to generate additional revenue so as to build on their retirement funds. DWMS works with such ones to create sound investment strategies that allow them to enjoy their retirement years without the fear of running low on or out of money.

  • Families and Couples: These clients are always planning ahead for the future. We help them to decide on the best ways to build wealth, preserve wealth, plan for their children’s college education, and retirement, just to name a few.

  • Persons Preparing for Retirement: Our team of professionals help individuals who have been saving for retirement by recommending wealth management solutions that will be extremely beneficial to them during retirement.

  • Medical and Dental Physicians: The healthcare industry tends to be volatile at times. As such, we work with physicians to create financially prudent portfolios that protect their financial investments.

  • Corporate Executives: We provide advice and services that optimize their corporate benefits including stock options and deferred compensation.

  • Business Owners and Entrepreneurs: The financial solutions and succession planning options that we provide for these clients include 401(k) and other retirement plans that are uniquely designed for entrepreneurs and business owners. We also provide general business advice, business plan reviews, cash flow modeling, liability management and planning, business transitioning advice, and investment consulting.

  • Independent Women: The wealth management solutions that we provide for single, widowed, and divorced professional women helps them to remain financially independent in their later years.

  • Young Professional: For young professionals we help them manage their cash flows, build their net worth, and plan for their next stages of life. We develop a plan for them to purchase their first home, overcome issues surrounding marriage and finances, and help them save for children’s education.

Diversified Wealth Management Solutions takes your finances seriously. We help you every step of the way to ensure that you have a sound financial future that is backed by diverse investment options. If you choose us as your wealth managers, we are confident that you will be pleased with all the products and services that we have to offer. Call us today for more information.