Lifelong Wealth®

…is the pursuit of financial security to enjoy a meaningful life.

For us, the keyword here is “lifelong.” Lifelong Wealth gives families the opportunity to live well, while planning to achieve a level of happiness. For your life, living well happens through an intentional, lifelong approach which includes:

  1. Knowing you have a lifelong financial planning process in place; lifelong advice.
  2. Having a trusted advisory team to implement your plan.
  3. Constant review and help on your path to lifelong wealth.

At Diversified, we are Lifelong Financial Advisors. We embrace the concept of lifelong financial planning with the expert team to support it.

Lifelong Wealth Model

Lifelong Blog

Equifax Data Breach: One Stop Guide

Equifax Data Breach: One Stop Guide

News broke about Equifax getting hacked. As it is one of the three main credit agencies in the country, it’s a sensitive topic. It has the potential to leave many of us vulnerable and exposed. With that, below is what we know and actions you can take to help be better prepared.

The Dow/DuPont Merger: What to Expect

The Dow/DuPont Merger: What to Expect

There is little doubt – mergers can be frightening. Below is a list of what to consider, expect, and formulate as you go through what could be a tumultuous few years.



50 POINT WEALTH CHECK-UP

When was the last time you took the necessary time to review ALL the areas pertaining to your lifelong financial well-being? If your answer is “not lately,” you are not alone. We can help.

50 critical financial questions which drive your financial life.

A Team of Caring Professionals

We’re dedicated to lifelong relationships.

We’d love to hear from you.

2200 Concord Pike, Suite 104
Wilmington, DE 19803

Phone: 302.765.3500