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Team

At Diversified Wealth Management LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Stephen Mazzarella, CFP®

Co-Founder

973-251-2909

973-994-6696

[email protected]

Stephen is a graduate of Muhlenberg College and has been working in the financial industry for nearly 25 years. A native of Livingston, Stephen currently resides in Florham Park with his wife, Danielle, and children, Chloe and Stephen....

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Ronald Mazzarella, CLU, ChFC, RFC, CLTC

Co-Founder

973-251-2909

973-994-6696

Ronald Mazzarella is the Co-Founder and Managing Partner of Diversified Wealth Management Group, LLC (DWMG). Ron has worked in the financial planning business for over 50 years. He is a Chartered Life Underwriter, Chartered Financial...

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Jill Marie Carter

Director of Client Services

973-251-2909

973-994-6696

[email protected]

Jill Marie has worked in the financial industry for over 20 years, holds Life and Health Insurance licenses and a BA in Psychology from Salve Regina University. Prior to working at Diversified Wealth Management Group, she managed the...

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