A complete list of active advisors currently associated with Diversified Capital Wealth Management, LLC

Warmer can help you find a great advisor at Diversified Capital Wealth Management, LLC or one who fits your needs even better.

Diversified Capital Wealth Management (DCWM) provides financial planning, consulting, and asset management to a mix of individual clients (including high‑net‑worth individuals), trusts, estates, charitable organizations, corporations and other business entities. Services include project and comprehensive financial plans, ongoing consulting, and portfolio supervision delivered either directly or through selected third‑party managers, typically under percentage‑of‑assets advisory arrangements. The firm begins client engagements with a detailed review of objectives and financial circumstances, prepares written recommendations or investment policy statements as requested, and assists with implementation and periodic review. DCWM routinely places assets with third‑party managers and reports a notable portion of its assets under non‑discretionary arrangements while retaining the ability to provide discretionary oversight or hire and terminate managers when authorized. DCWM is affiliated with an insurance agency under common ownership and its representatives are licensed to sell fixed insurance products, which the brochure discloses can generate additional compensation and potential conflicts of interest. The firm’s client mix and practice of using mutual funds, ETFs and third‑party management to serve corporations and other business entities — effectively working with investment‑company style vehicles — is a distinguishing feature relative to many similarly supported firms.

To learn more about the advisors currently working at Diversified Capital Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.