Diversified Asset Management

Diversified Asset Management, Inc. is a privately owned, independent, fee-only, wealth management firm located in Boulder, Colorado. We are licensed as an investment adviser with the State of Colorado Division of Securities. Diversified Asset Management, Inc. provides comprehensive wealth management services to those who want to plan for and maintain a sustainable and enjoyable retirement. We specialize in working with successful individuals and families as well as senior executives, business owners and retirees who want to enjoy, enhance, protect and transfer their wealth so they can spend more time with their families and enjoy the outdoors. We are committed to thoroughly understanding our clients, establishing long-term relationships, and providing ongoing personalized service. Our unique approach enables us to comprehend not just your financial goals and challenges but who you truly are. Through our consultative process, we will simplify your financial life and solve your most pressing financial challenges, allowing you more time with your family and the things you love.