Diversified Wealth Strategies, LLC

Diversified Wealth Strategies, LLC Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. member FINRA/SIPC.

As an independent Financial Advisor and with over 35 years of experience, Tony Carini specializes
in helping individuals and businesses with asset
accumulation, retirement and estate planning, financial
education and insurance services. At Diversified Wealth Strategies, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards

making sound investment decisions that will contribute toward a more secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

325 Forest Grove Drive
Suite 201 | Pewaukee, WI | 53072

Securities and investment advisory services offered through Osaic Wealth, LLC. Osaic Wealth is separately owned and other entities
and/or marketing names, products or services referenced here are independent of Osaic Wealth. Content posted by other parties does not necessarily represent the views of Osaic Wealth or Diversified Wealth Strategies, LLC. Content is for general purposes only and is not an offer to buy or sell any security. Osaic Wealth does not provide tax or legal advice. Please see [email protected] for full disclosures.

Do you know what your insurance needs are, when you’re married, with children?
07/17/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
07/15/2026

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
07/10/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
07/08/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

Concerned about identity theft? Some things to leave at home.
07/03/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
06/10/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Three steps may make a difference if you find yourself suddenly single.
06/05/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

Many have heard they should avoid probate; do you understand what probate is and how it works?
06/03/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Address

325 Forest Grove Drive Suite 201
Pewaukee, WI
53072

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+12628754585

Website

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