Our Firm

At Diversified Wealth Management LLC, we take pride in the personal service we provide to each of our clients. With over 90 years of our combined experience, we are able to create and customize an investment strategy and investment plan that will address each client’s unique and individual needs.

Whether you are interested in investment advice, estate planning, life, disability or long term care insurance, annuities or rolling over your IRA, we are here to help you with the process, every step of the way.

Our relationship with LPL Financial gives us the resources and support of one of the largest independent financial services providers in the country*, while maintaining the flexibility and independence necessary to provide truly objective advice.

We welcome you to view our website. If you have any questions, need additional information or would like to schedule an appointment, please email or call us at 973-994-9500.

Call: 973-994-9500. We look forward to working with you.

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.