A complete list of active advisors currently associated with Diversified Wealth Management Solutions, LLC
Warmer can help you find a great advisor at Diversified Wealth Management Solutions, LLC or one who fits your needs even better.
Diversified Wealth Management Solutions provides discretionary and non-discretionary asset management, financial consulting, and retirement-plan advisory services to individuals, corporations, charitable organizations and state or municipal entities. The firm also works with qualified retirement plans — including 401(k), 403(b), pension, profit-sharing and cash-balance plans — and can serve as either a limited-scope ERISA 3(21) advisor or a discretionary ERISA 3(38) investment manager. DWMS builds portfolios around each client’s goals, time horizon and risk tolerance, employing a mix of methods such as fundamental and technical analysis, charting, cyclical analysis and modern portfolio theory and using both long- and short-term strategies as appropriate. Accounts may be managed on a discretionary or non-discretionary basis, are reviewed at least quarterly for rebalancing and tax-loss harvesting opportunities, and clients receive statements directly from their custodian. What distinguishes the firm from many peers is its institutional work and retirement-plan capabilities — including IPS development, investment monitoring, QDIA selection and participant education — alongside service to state and municipal clients and corporate/business accounts. The firm’s principal also maintains an affiliated independent insurance practice and may offer insurance products (commissions disclosed as under 3% of his compensation), a relationship the brochure notes and says is managed through disclosures and the firm’s fiduciary procedures.
To learn more about the advisors currently working at Diversified Wealth Management Solutions, 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.
Name |
Location |
Years of experience |
|---|---|---|
Fresno, CA
| 22
|
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