Diversified Wealth Strategies, LLC

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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.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
10/16/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

10/14/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
10/09/2026

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.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
10/07/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

10/02/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

It isn't whether you should have auto insurance - it's what kind you should have.
09/30/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Business owners should consider a succession plan sooner rather than later.
09/25/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Your insurance needs don’t stay the same when the nest empties, but what changes?
09/23/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

09/18/2026

Learn more about whether you need to pay estimated taxes.

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

Website

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