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.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
09/02/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Do you need umbrella insurance? Find out more.
08/28/2026

Do you need umbrella insurance? Find out more.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
08/26/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

There are four basic steps to calculating the value of an estate.
08/21/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Test your estate strategy knowledge with this short quiz.
08/19/2026

Test your estate strategy knowledge with this short quiz.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
08/14/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Do you really understand how your homeowners insurance works?
08/12/2026

Do you really understand how your homeowners insurance works?

Purchasing homeowners insurance is critical for protecting your home.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

"The only things certain in life are death and taxes." Benjamin Franklin
08/07/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

A home warranty may make sense, but you need to set proper expectations.
08/05/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

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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