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(973)533-1919 ext 112

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

Hello, I’m Michael Rosenberg, Managing Director and Founder of Diversified Investment Strategies. Thank you for visiting our website. At Diversified Investment Strategies, we recognize that managing your wealth is a significant decision. As fiduciaries, we take that responsibility seriously—delivering a personalized approach with the powerful support of LPL Financial, the leading independent broker/dealer in the U.S.*

Why Choose Our Boutique Firm?

Why Choose Our Boutique Firm?

Our firm has thrived on independence since its inception in 1984, initially as Rosenberg & Associates. This independence means we’re not bound by proprietary products, allowing us to tailor unique solutions directly aligned with your needs. We believe in building trust through transparency and commitment, striving daily to exceed your expectations.

About Us
Who We Serve

Who We Serve

We cater to a diverse clientele, including NFL alumni, successful entrepreneurs, medical professionals, and corporate executives. Our core value of treating others as we would like to be treated guides our client relationships, aiming to provide the respect and personal attention you deserve.

Our Approach to Financial Planning

Our financial planning process is tailored to work toward meeting your unique needs and goals. We start by gaining a deep understanding of your financial situation and objectives. Here’s how we can help you navigate your financial journey through our specialized services:

Financial Planning

Explore personalized financial strategies to help you align your financial activities with your goals.

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Retirement Planning

Develop strategies for a stable and organized retirement, tailored to your financial situation and future needs.

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Retirement Income Planning

Consider various approaches to manage and potentially enhance your income streams for retirement.

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Investment Management

Tailor your investment portfolio with strategies that reflect your financial goals and risk preferences.

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Estate Planning

 Plan the management of your assets with strategies that aim to reflect your wishes and needs.

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Asset Allocation

Look into asset allocation strategies that aim to balance risk and returns in line with your investment goals.

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Insurance Planning

Evaluate life, disability, and long-term care insurance options to support your financial security and address potential future needs.

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Annuities

Assess annuities as a potential component of your retirement strategy, designed to provide income continuity

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Get in Touch

Get in Touch

Taking the first step can often be the hardest part of the journey. We invite you to reach out, share your financial aspirations and challenges, and see how our tailored approach can make a difference in your financial journey. Thank you again for considering Diversified Investment Strategies, and I look forward to assisting you on your path towards financial success.

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