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

About Us | What Makes Us Different

Unrivaled Expertise and Exceptional Service
Retirement planning is a process that involves years of prudent investing and consistent saving that allow you to eventually achieve your financial goals. Individuals who have already retired have come to see how important retirement planning was to their being able to retire with money in the bank, but it does not stop there. In order for you to remain retired and enjoy your later years, it is imperative that adequate balances be maintained in your retirement accounts. Diversified Wealth Management Solutions (DWMS) has experienced financial advisors who can help you to plan for your retirement. Our range of services include financial planning, investment management, tax planning, estate planning, and insurance solutions.

Our Core Values
Despite the challenges posed by developing and sticking to best practices that guide investment firms, we at DWMS are committed to upholding the following core values to the best of our ability:

  • Philosophical – We are dedicated to providing customer service par excellence with a philosophical approach that encapsulates the following values:
    (a) Respecting our clients
    (b) Being loyal to our clients
    (c) Continually educating our clients
    (d) Upholding the highest levels of ethics and integrity in the industry
    (e) Delighting our clients as best as possible

  • Organizational – Our team of experienced integrity-keeping professionals work together to deliver the best guidance and services to you in an accountable manner.

  • Operational – By keeping abreast of economic changes, market fluctuations, insurance products, and new retirement and investment planning options, we at DWMS are able to responsively deliver information that is accurate and credible to our clients.

Our Professional Team
You are able to achieve your wealth management goals in a more efficient and streamlined manner based on the expertise of Diversified Wealth Management Solutions. We have the ability to aid you in finding the solutions that you need. We effectively manage your portfolio with a combination of investments including, but not limited to Bonds (Fixed Income), Stocks (equities), ETF’s and Mutual Funds. You will receive sound advice and good management from our team of competent advisors and wealth managers as we take care of your comprehensive financial picture.

Personalized Service
Each person has their own asset management and wealth goals. As such, we at Diversified Wealth Management Solutionstake the time to develop a trusting relationship with our clients, getting to know them so that we can provide them with services and products that can help them to achieve their financial goals based on their unique circumstances.

Strategic Partnerships
When you need to obtain investment service, tax planning, insurance, and estate planning, Diversified Wealth Management Solutions has the relationship to direct you towards industry leaders. We will work diligently with these professionals to make sure that you are taken care of. This saves you time and money, you would have spent otherwise searching for these qualified professionals.

Get in Touch With Us
When you are in need of service from industry experts who are experienced at delivering sound wealth management advice, Diversified Wealth Management Solutions is the only name you need to know. Give us a call today.

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