Diversified Wealth Strategies, LLC

Diversified Wealth Strategies, LLC Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. member FINRA/SIPC.

As an independent Financial Advisor and with over 35 years of experience, Tony Carini specializes
in helping individuals and businesses with asset
accumulation, retirement and estate planning, financial
education and insurance services. At Diversified Wealth Strategies, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards

making sound investment decisions that will contribute toward a more secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

325 Forest Grove Drive
Suite 201 | Pewaukee, WI | 53072

Securities and investment advisory services offered through Osaic Wealth, LLC. Osaic Wealth is separately owned and other entities
and/or marketing names, products or services referenced here are independent of Osaic Wealth. Content posted by other parties does not necessarily represent the views of Osaic Wealth or Diversified Wealth Strategies, LLC. Content is for general purposes only and is not an offer to buy or sell any security. Osaic Wealth does not provide tax or legal advice. Please see [email protected] for full disclosures.

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Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

05/29/2026

What did it take to become the richest man in Babylon?

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
05/27/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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05/22/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

The market is as unpredictable as the weather. We’re here to help you prepare.
05/20/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

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05/15/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

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05/13/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
05/08/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Address

325 Forest Grove Drive Suite 201
Pewaukee, WI
53072

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+12628754585

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