Timothy Banks is a financial advisor at Diversified Capital Wealth Management, LLC in Mequon, WI, holding Series 63 and Series 66 licenses with 43 years of industry experience. His prior work includes 18 years at Sii Investments and 4 years at LPL Financial. Diversified Capital Wealth Management provides financial planning, consulting, and asset management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm often uses third-party managers and offers both discretionary and non-discretionary portfolio oversight, with a client service approach that includes detailed reviews, written recommendations, and assistance with implementation and ongoing monitoring.

Michael Palmisano is an advisor at Diversified Capital Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Diversified Capital Wealth Management since 2016. He is also a notary public and has worked as an independent insurance agent since 1986. Diversified Capital Wealth Management provides financial planning, consulting, and asset management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines direct portfolio supervision with third-party managers and offers both discretionary and non-discretionary arrangements, serving a diverse client base that includes high-net-worth individuals and business entities.