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Diversified Asset Management, Inc. is a privately owned wealth management firm located in Boulder, Colorado. We are a registered investment advisor with the United States SEC (Securities & Exchange Commission).
Diversified Asset Management, Inc. provides comprehensive wealth management services to successful executives and small business owners who want to plan for and maintain a sustainable enjoyable retirement. We enjoy working with executives and small business owners at companies who promote healthy lifestyles and like to work with clients who are outdoor sports enthusiasts. We create a wealth management plan for our clients, which will give them the freedom to do the things that they love. We will strive to help you simplify your financial life, solve your most pressing financial challenges, and you will enjoy our working relationship. We are committed to establishing long-term relationships with our clients and providing ongoing service. Finally, we are happy to provide a second opinion on any existing portfolios and IRA rollovers for potential clients that meet our wealth management minimum.
1113 Spruce St. Boulder, CO 80302 Phone: 303-440-2906 Email: info@DiversifiedAssetManagement.com
Remember it is not the cost of our services that matters but the opportunity cost of not using our services that matters.
Email us for our new white paper – The Informed Investor- Five Key Concepts for Financial Success.
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