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Additional Diversified Management Services

The advisers of Diversified Management have a wealth of experience in all personal financial matters. Following is a partial list of services we can provide:
Asset Allocation
Restricted Stock Management
Investment Management
Income Tax Planning
Retirement Planning
Life Insurance Evaluation
Cash Management
Charitable Gift Planning
Estate Planning
Private Foundation Management
Stock Option Planning
Estate & Trust Administration

 
 


Diversified Management, Inc. - Wealth Management & Financial Planning - 8989 N. Port Washington Road, Suite 208 - Milwaukee, WI 53217
Phone: (414) 540-2383 / Fax: (414) 540-6341