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11204 86th Avenue North, Maple Grove, MN 55369

612-435-0042
derek@diversifiedwealthmanagement.com
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Your Financial Life Deserves Someone in Your Corner

We're here to simplify the complicated, answer the tough questions, and help you move forward with a plan that truly fits your life.

What We do
Financial Guidance Built Around Your Life

We help people just like you take the next step with their finances — whether that's planning for retirement, managing a growing portfolio, or simply getting organized. Whatever you need, we're here to help.

WELCOMEYou Don't Have to Figure It Out Alone

WELCOME
You Don't Have to Figure It Out Alone

Money can be stressful. Planning for the future can feel overwhelming. But it doesn't have to be that way. We work with clients who want a steady hand and a clear voice to help them navigate their financial lives. Our job isn't to talk over your head — it's to walk beside you, explain things clearly, and help you feel confident about the decisions you're making.

About My FirmI'm Here Because I Believe in What I Do

About My Firm
I'm Here Because I Believe in What I Do

I started this practice to help people. Every client I work with has a different story, and I take the time to understand each one. Whether you're navigating a major life change or just want to get your finances in order, I bring patience, clarity, and a genuine desire to help. I measure my success by yours, and I'm proud of the relationships I've built along the way. If you're looking for someone who will put your needs first, I'd love to be that person.

The Process
Getting Started Is Easier Than You Think

We keep things simple because financial planning should feel manageable, not overwhelming. Here's what working with us looks like.

1. Assess
Let's Start With a Conversation

We'll talk about your life, your finances, and what matters most to you — no jargon, no pressure, just an honest conversation.

2. Strategize
Build a Plan Around Your Life

We'll design a personalized strategy based on your goals, your timeline, and the things that are most important to you.

3. Implement
We'll Be With You Every Step of the Way

As your life changes, your plan should too. We'll provide ongoing support and adjustments to help keep you on track.

Plan Your Next Chapter

Our Resources
Helpful Reads to Keep You Informed

We share resources regularly to help our clients stay informed and inspired. Take a look at some of the latest below.

Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Learn More
Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.
Learn More
Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
Learn More

Get Started
Let Us Help You Take the First Step

You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.

Plan Your Next Chapter