Diversified Wealth Management Solutions

Diversified Wealth Management Solutions We are a truly unbiased full service wealth management firm focused on delivering customized solutio

We are a truly unbiased full service wealth management firm focused on delivering customized solutions designed to address your individual needs and goals.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
09/02/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
08/31/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
08/28/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
08/26/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
08/24/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Can group and private disability policies work together?
08/21/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

A disability could keep you from work and increase costs. How can you protect yourself?
08/19/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Retirement may change your perception of investment risk.
08/17/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
08/14/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

Concerned about the social impact of your investments?
08/12/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

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7948 N. Maple #107
Fresno, CA
93720

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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