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

Read The Latest...

2016 Tax Reference Chart

January 18, 2016
US Treasury

An important component of a strong Financial Plan involves tax planning. For many of us, a New Year gives us an opportunity to revisit and evaluate our current financial plan. As you complete your financial checkup, utilize our 2016 tax reference chart for updated tax data. 2016 Tax Reference Chart

Read More

Should you Play the Lottery?

January 13, 2016

It is estimated that tonight’s Powerball Jackpot will surpass $1.5 billion, breaking all records.  It can be fun to think about what you may do if you were the lucky individual to win the jackpot. The odds of winning are approximately one in 292.2 million. So should you play the lottery…? Should You Play the…

Read More

January 2016 Newsletter

January 8, 2016
Newsletter - Jan

In our January Newsletter we take a look into the Fed decision to raise short-term interest rates, highlight some key activities in the market, and provide our thoughts on potential wage growth in 2016.  Download January 2016 Diversified Wealth Newsletter Much Ado About Nothing Ever since the U.S. Federal Reserve (“the Fed”) ended its latest…

Read More

December 2015 Newsletter

December 9, 2015
Newsletter - Dec 2015

As 2015 comes to an end and we prepare for year-end here are some financial planning housekeeping tips for you to consider. Download December 2015 Newsletter The Giving Countries Every year, Charities Aid Foundation (CAF) takes a cue from Santa and makes a list of who’s been nice. But the foundation works on a scale…

Read More
Call Now Button