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Diversified Wealth Strategies Employee Directory

Financial ServicesNew York, United States11-50 Employees

Diversified Wealth Strategies operates in the financial services sector, providing wealth management services for individuals and business clients. The firm emphasizes practical, objective guidance intended to serve clients' best interests and uses a team-based approach that draws on expertise across wealth management, supported by collaboration with legal and tax professionals. With more than a century of combined experience, the team serves clients across 28 states.

The company is based in East Syracuse, New York. Securities and advisory services are offered through Commonwealth Financial Network, a registered investment adviser, while fixed insurance products and services are provided directly by Diversified Wealth Strategies. The firm's services are focused on individuals within a defined list of states.

Find Diversified Wealth Strategies employees' phone numbers or email addresses

Diversified Wealth Strategies Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Diversified Wealth Strategies's Leadership

  • Stylized image of a person
    C. K.
    Partner & Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. Z.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. L.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    I. L.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. L.
    Comprehensive Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. P.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Senior Client Services Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. C.
    Certified Financial Planner Professional
    Phone icon
    Mobile Phone

Diversified Wealth Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Diversified Wealth Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. K.
    Partner & Wealth Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 14, 2026
  • Stylized image of a person
    B. Z.
    Partner
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 18, 2025
  • Stylized image of a person
    K. L.
    Partner
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    I. L.
    Vice President
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Apr 24, 2025
  • Stylized image of a person
    P. L.
    Comprehensive Wealth Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 13, 2026
  • Stylized image of a person
    S. P.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    S. B.
    Senior Client Services Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 14, 2026
  • Stylized image of a person
    G. C.
    Certified Financial Planner Professional
    Phone icon
    Mobile Phone
    United StatesNew York
    Mar 25, 2026
  • Stylized image of a person
    C. D.
    Financial Advisor
    Phone icon
    Mobile Phone
    Jun 03, 2026
  • Stylized image of a person
    L. S.
    Natural Resources-Asia
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Diversified Wealth Strategies known for?

Minus sign iconPlus sign iconDiversified Wealth Strategies was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 5760 Commons Park Drive East Syracuse, New York 13057 United States; you can contact the main corporate office by phone at
+1-315-446-****
. Explore Diversified Wealth Strategies's company overview page for more information.

What is Diversified Wealth Strategies's most common email format?

Minus sign iconPlus sign iconDiversified Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Diversified Wealth Strategies email formats with LeadIQ.

How many employees does Diversified Wealth Strategies have currently?

Minus sign iconPlus sign iconDiversified Wealth Strategies has approximately 12 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Diversified Wealth Strategies's key employees and leadership?

Minus sign iconPlus sign icon

As of April 2026, Diversified Wealth Strategies's key employees include:

  • Partner & Wealth Manager: C. K.
  • Partner: B. Z.
  • Partner: K. L.
  • Vice President: I. L.
  • Comprehensive Wealth Manager: P. L.

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