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Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin
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Our vision. Yours. Contact Us There is more than one way to build financial peace of mind. The strategies are as diverse and individual as investors themselves. Tending to your future. A retirement spending blueprint will protect your nest egg. Our advisors will help you determine how much you are realistically able to spend in the future. Contact Us Individually focused on your objectives. Contact Us It takes a diversified strategy to build financial peace of mind.

We provide integrated, objective strategies designed to help you achieve your financial goals.

Our Services

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Wealth Management

At Diversified Management, Inc. (DMI), our clients’ investments are selected and supervised in a disciplined process of strategic planning and qualitative analysis.

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Financial Planning

The first step toward financial peace of mind is developing a plan—a roadmap of sorts—that leads to a successful financial future. Our 4-step process starts with you.

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Estate Planning

Using practical and contemporary techniques to minimize estate and gift taxes is essential to providing a lasting legacy for your spouse, children and grandchildren.

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Additional Services

Our seasoned advisors offer a wealth of experience in all personal and family financial matters, including income tax management, charitable giving and trust administration.

Read More About Our Services

Our Advisors

MICHAEL P. SCHMIDT

CFP®

Chairman/ President / Chief Compliance Officer

MICHAEL P. EGAN

CFP®

Chief Investment Officer / Financial Adviser

JASON R. MILLER

CFP®

Senior Vice President / Financial Adviser

CHAD A. THISTLE

CFP®

Vice President / Chief Financial Officer / Director of Tax Strategies

GARREN L. AGLE

CFP®

Vice President / Chief Information Officer / Financial Adviser

KYLEE J. PARADOWSKI

Associate Financial Advisor®

PJ WEYER

CFP®

Financial Advisor®

CONTACT US

Diversified Management, Inc.
330 E. Kilbourn Ave., Suite 1475
Milwaukee, WI 53202
P: 414-292-1900
F: 414-292-1914
info@diversifiedmanagement.com

FIND US

Our offices are near the corner of
Kilbourn and Broadway.

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Hours: M-F 8:30 am – 5:00 pm

MEMBERS

All advisors at DMI are members of the Financial Planning Association.

© Diversified Management, Inc.
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Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin
Diversified Management © 2015 | All Rights Reserved

WE ARE PLEASED TO ANNOUNCE A CHANGE OF ADDRESS.
Please note that our address has changed but our phone number remains the same.

330 East Kilbourn Avenue
Suite 1475
Milwaukee, WI 53202

414-292-1900

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