Diversified Global Investment

Diversified Global Investments has been working with individual investors for a combined total of 35 years. We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals. We are registered to provide a variety of financial products and services and look forward to speaking with you.

We serve individuals and businesses in all areas of investment planning, including:

• Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Managing assets before and during retirement.

• Investment Strategies* - Whether you are conservative or aggressive in your approach to investing, we will personalize an investment strategy that is appropriate for your goals and level of risk you are willing to tolerate. Products and services available include alternative investments (i.e. private equity, commodities and hedge funds), assets allocation modeling, options trading, insurance, long-term care, and business banking.  

• Tax management* - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

• Estate investment planning* - Working with estate-planning and trust specialists available through Wells Fargo Advisors and its affiliates to review your wills and trusts, help preserving your estate for your intended heirs, help with beneficiary
designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

• Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.

• Risk management - Reviewing your specific situation for potential insurance needs. { Ask about our strategy for taking tax-free withdrawals from an annuity contract }

• Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

Is the Regional Center a Public Agency, Government Entity or a Public/Private Partnership (EDC/EDA) affiliated or associated with one?
No