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Our Financial Planning Process

We create financial strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Welcome To Diversified Investment Strategies

Welcome To Diversified Investment Strategies

I want to welcome and thank you for visiting our website today. We realize here at Diversified Investment Strategies that you have a choice as to who handles your wealth management needs. Hopefully, we can get to know you beyond just the numbers and help you realize both your short-term and long-term financial goals. We also realize that any relationship is built on trust. Each day, my team and I know our clients have choices, and we all strive 110% to continue to earn and build the trust that leads to a long-term relationship.

So, who do we work for and why should you choose us?

Diversified Investment Strategies has evolved with a few name changes since 1984, when my dad and I created Rosenberg & Associates. But the core value of treating people like you wanted to be treated has never wavered. Today, we have a multitude of clients ranging from NFL Alumni, to thriving business owners, medical professionals, as well as business executives. 

Why select us?

We are creative, innovative, and strategic in providing you solutions to problems you might have never thought there was a solution for. We will work everyday to see your goals become reality. We have been serving the needs of our clients for over 40 years.

Let’s have a chat and see how our experience and solutions can best serve you. I look forward and welcome the opportunity.


Michael Rosenberg RFC, CPFA

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