Diversified Wealth Strategies

Diversified Wealth Strategies is a financial services firm headquartered in East Syracuse, New York. The company employs 13 individuals and generates revenue of $4 million. Diversified Wealth Strategies specializes in providing comprehensive personal and business wealth management services. Their team of specialists boasts over 100 years of combined experience and offers a range of services to meet diverse financial needs. They leverage strategic affiliations with legal and tax professionals to ensure clients receive holistic advice. The firm emphasizes a team approach, where each member possesses specialized expertise within the financial and insurance industries. They prioritize ongoing education to stay abreast of market changes and regulatory developments. Diversified Wealth Strategies is committed to providing sound, objective, and client-focused advice. Individuals residing in Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New Jersey, Nevada, New York, Ohio, Pennsylvania, South Carolina, Texas, and Virginia can access Diversified Wealth Strategies' services. Securities and Advisory Services are offered through Commonwealth Financial Network®, a Registered Investment Adviser, while fixed insurance products and services are offered directly by Diversified Wealth Strategies.