You Need a Cohesive Wealth Management Team
You Need a Cohesive Wealth Management Team. Here’s Why.
Do you work with multiple financial professionals? Good. But do those professionals work together a team to help you pursue your desired results?
Here’s what a truly cohesive and collaborative wealth management team can mean for your financial life. Get the full report by clicking here: http://bit.ly/DAMIWhyWMTeam
Give us a call if you are thinking about changing your team or click on the link to schedule a call. https://calendly.com/damiboulder/30-minute-call-afternoon-second-opinion
Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is registered as an investment adviser with the U.S. Securities and Exchange Commission (“SEC”) with its primary place of business in the state of Colorado. DAMI will only transact business in other states to the extent DAMI has made the requisite notice filings or obtained the necessary licensing in such state. No follow up or individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable legal requirements, or an applicable exemption or exclusion. References to registration with the SEC do not imply any endorsement or approval of the qualifications of the firm, nor do they imply that the firm’s representatives have attained a particular level of skill or training. To contact Robert, call 303-440-2906 or e-mail info@diversifiedassetmanagement.com.
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