Diversified Wealth Management is a multi-state financial services firm committed to providing comprehensive financial planning, investment management, and insurance services to individuals, families, and small business owners. With a team of advisors who hold advanced degrees and professional designations such as CFP®, AIF, and CPA, the firm emphasizes a client-centered approach, tailoring strategies to each client’s unique financial situation and goals.

Their services include retirement planning, estate and legacy planning, business and succession planning, education funding, and insurance and risk management. The firm operates across multiple locations in Minnesota, North Dakota, South Dakota, and Wisconsin, ensuring personalized guidance and support for clients in these regions.

Contact Information:

  • Address: 4501 Minnetonka Blvd, St Louis Park, MN 55416​

  • Phone: 612-435-0033​

  • Email: [email protected]​

  • Website: diversifiedwealthmanagement.com