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Diane D

Series 63

Portsmouth, NH

Integrated Wealth Management, LLC

Diane Dubois is a financial advisor at Integrated Wealth Management, LLC with 39 years of industry experience. She holds the Series 63 designation and has worked at her current firm since 2016, following prior roles at Granite Bay Wealth Management and Martel Dorow, Inc. In addition to her advisory role, Diane is a licensed insurance producer and occasionally assists clients with insurance risk analysis, policy modifications, and claims. Integrated Wealth Management serves individual clients, families, and trusts, including high-net-worth households, offering discretionary portfolio management and integrated financial planning. The firm employs a diversified investment approach tailored to investor profiles and emphasizes personalized service with a limited client roster.

Wealth management Retirement income strategy Cash flow / budgeting Multi-generational wealth transfer
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