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Diversified Wealth Strategies

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United States

Founded in

2008 (17 Years)

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Get to know Diversified Wealth Strategies

Founded by Joseph A. Pensa, Diversified Wealth Strategies, LLC is an independent, fee-based Registered Investment Adviser (RIA). The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They specialize in creating customized, holistic financial plans that encompass investment management, retirement planning, estate planning, and insurance solutions, with a mission to help clients achieve their long-term financial goals and peace of mind.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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