Self-employed Professionals who are their own masters, which makes them responsible for every aspect of their professional lives—from marketing, to business development, to job production. At Diversified Asset Management, we serve as the CFO for the “company of one,” manage every aspect of finance, including personal asset and wealth management, cash flow planning, defined benefit and Single 401(k) plan strategies, and tax planning.

Small business owners who place an incredible amount of time, energy, and resources into driving the success of their own businesses. As a result, they have little time to actively manage their own personal resources. At Diversified Asset Management, we help successful business owners with the personal and business aspects of wealth management, including retirement plan consulting, tax mitigation, cash flow planning, estate planning, and long-term wealth management for both business and family assets. 

Retirees and Entrepreneurial Families who have accumulated wealth are now concerned with preserving and making their money last. At Diversified Asset Management, we help retirees with personal asset and wealth management by determining the appropriate investment mix and by implementing tax-efficient withdrawal strategies.

Young Entrepreneurial Professionals are extremely busy and often focused on balancing growing their wealth with the demands of starting a family. At Diversified Asset Management, we understand that young entrepreneurial professionals often don’t have the time necessary to spend learning about investments and wealth management, so they typically have concerns about making the right decisions. We help young professionals who are committed to financial success.