Diversified Wealth Management Solutions
7948 N Maple Ave, #107
Fresno, CA 93720
Phone: (559) 412-8492

Read The Latest...

January 2019 Newsletter

January 17, 2019
Newsletter - Jan

Happy New Year! Please check out our January 2019 Newsletter for some helpful hints as we start the new year.

Read More

July 2018 Newsletter

July 4, 2018

Happy Independence Day!  Thank you to all who served, providing us the freedom we enjoy today.  Download our July Newsletter Diversified Wealth Management Solutions July 2018 Newsletter

Read More

March 2017 Newsletter

March 6, 2017
Newsletter - Mar 2016

In our March 2017 Newsletter we discuss some key retirement saving statistics, events affecting the markets, and helpful information to better understand an IPO.  Download our Newsletter Diversified Wealth Management Solutions March2017_Newsletter How Americans are saving for retirement Recent estimates indicate that the Social Security Trust Fund will run out of its surplus in 2034.…

Read More

June 2016 Newsletter

June 3, 2016

In our June 2016 Newsletter we examine the challenges the United States Postal Service has been faced with, review some of the headlines affecting the markets and discuss the importance of having a will. Download Newsletter June 2016 Diversified Wealth Management Solutions Neither Rain, nor Sleet, nor Snow… Every fiscal year since 2007, the United States…

Read More

Happy Memorial Day Weekend

May 27, 2016

Diversified Wealth Management Solutions would like to wish everyone a Happy Memorial Day Weekend and say Thank you to all of those who have sacrificed and continue to sacrifice for all of us!

Read More

Retirement Plan Fee Comparison Report

May 18, 2016

Are you overpaying for your Company Retirement Plan? When was the last time, your advisor did a cost comparison to try and save you money? Diversified Wealth Management Solutions has recently launched a new Retirement Plan Cost Comparison Tool that will provide you with a clear picture as to whether or not you are leaving…

Read More

5 Major Mistakes People Make before Retirement

May 12, 2016

The Road to Success is paved by learning from others mistakes.  Take a look at 5 Major Mistakes People Make Before Retirement.

Read More

May 2016 Newsletter

May 4, 2016

In our May 2016 Newsletter we discuss an H1-B or special visa allowing US businesses to hire highly educated foreign workers, we highlight key activities affecting the market and examine the impact of going back to school.  Download Newsletter May 2016 Diversified Wealth Management Solutions The H-1B Crunch If you’re like most people, the code “H‐1B”…

Read More

Health Living Healthy Wallet

April 25, 2016

Six tips that can lead to healthier living and save you money at the same time!  Healthy Living Healthy Wallet

Read More

Tax Loss Harvesting

April 14, 2016

Are you looking for ways to lower your end of the year tax bill?  Consider utilizing tax loss harvesting.  By effectively implementing this strategy you can use losses sustained by some of the investments in your portfolio, to offset some or all of the capital gains by other investments.  In addition to lowering your capital gains…

Read More
Call Now Button