The partners of Diversified Wealth Management have been working with individuals and small business owners in the Twin Cities for over 25 years.

Our advisors have extensive experience and are highly trained and qualified to advise clients on a variety of financial planning and wealth management issues.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Many of our advisors hold one or more of the following advanced degrees or professional designations in the financial services industry: