We provide integrated, objective strategies designed to help you achieve your financial goals.
At Diversified Management, Inc. (DMI), our clients’ investments are selected and supervised in a disciplined process of strategic planning and qualitative analysis.
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.
Using practical and contemporary techniques to minimize estate and gift taxes is essential to providing a lasting legacy for your spouse, children and grandchildren.
Our seasoned advisors offer a wealth of experience in all personal and family financial matters, including income tax management, charitable giving and trust administration.