Diversified Wealth Management

Randi Swisley 

on Google

6 years ago

Results from my Diversified account have exceeded my expectations. Everything from the customer service representative to the return I have received on my portfolio has been a pleasure. I have only been with the firm for 4 months and I did not understand alternative investments before then. Eric and Renee have been especially patient in explaining the nature of each of the investments as well as the process to manage my mother's trust. I am grateful to them and look forward to our continued relationship. 

Bob Simpson 

on Google

6 years ago

Moving our investment portfolio to Shawn and his team at DWM has turned out to be a very smart decision. They understand our risk tolerance/investment goals and make recommendations accordingly. Love the professionalism, investment savvy, and personal attention. We're not among their largest clients, but our requests receive their prompt attention and follow through as though we were. 

Jim Kamradt 

on Google

6 years ago

Having worked with Shawn for over 10 years, I continue to be impressed by his commitment to his clients, his insights in investment products and the exceptional team his has put together. Top shelf all the way. I think his clients came through the '08 recession better than any advisor I know. 

Tyler Bergman 

on Google

6 years ago

The whole team here is extremely friendly and trustworthy. They do exactly what they say they’re going to do when they say they’re going to do it, which is hard to find in today’s world. They focus on the big picture and are very good at making even the most complex financial matters easily understandable. I Highly recommend Diversified Wealth Management.