wiseradvisor

David Levy, CFP®
Diversified, LLC

Tel: (302) 765-3500
2200 Concord Pike
Suite 104
Wilmington, DE 19803

Experience Lifelong Wealth

Diversified, LLC | Financial Advisor in Wilmington ,DE

About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better.

At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.

Lifelong Wealth® is the pursuit of financial security to enjoy a meaningful life. For us, the keyword here is "lifelong". Lifelong Wealth gives families the opportunity to live well, while planning to achieve a level of happiness. For your life, living well happens through an intentional, lifelong approach which includes:

1. Knowing you have a lifelong financial planning process in place; lifelong advice. 2. Having a trusted advisory team to implement your plan. 3. Constant review and help on your path to lifelong wealth.

At Diversified, we are Lifelong Financial Advisors. We embrace the concept of lifelong financial planning with the expert team to support it.


General Information

Firm Start Year:   1976
No.of Employees:   10-19
Number of Years with Current Firm:   11
I work with the following types of clients:   Individual Investors , Businesses


Services

Investment Types:   Stocks , Mutual Funds , Bonds , Annuities , Insurance , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via phone , At my office , Video Conference , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Disability , Health , Variable Life , Long Term Care , Variable Annuity , Life

Firm Information

Firm's Number of Clients:   550
Assets Managed by Firm:   $500,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee , Based on Assets


Education

Bachelor of Science - Leadership  University of Delaware - Newark, Delaware
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David Levy, CFP®

David Levy, CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant

David joined the Diversified team in 2007. In David's role as Financial Planner, he focuses on comprehensive planning with clients to help them pursue their financial goals. Like all the planners at Diversified, David helps clients with a concierge approach to their plan, and works closely with other industry professionals to bring the clients financial plan to completion; all in an effort to give the client the best possible service and peace of mind.

David graduated in 2007 from the University of Delaware with a B.S. in Leadership, and continued his industry education by obtaining his series 7, 63, 65, health and life insurance licenses as well as the CERTIFIED FINANCIAL PLANNER" designation.

David has won the Five Star Wealth Advisor award in Philadelphia and Delaware every year since 2010 for his overall client satisfaction. Adding value to both the team and the clients, David is happy to be a part of the Diversified family. Outside of Diversified, David is a member of the University & Whist Club and the DuPont Country Club where he enjoys playing golf.

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My Services

Portfolio Management

The heart of investment planning isn't asset allocation or rates of return, it's you. At Diversified, we believe every great investment strategy should begin with a clear understanding of your goals, timeframes, and risk tolerance. How well the plans we create allow you to meet your short- and long-term term objectives is a measure of our success, and we take that responsibility seriously. We couple our goals-based investing process with prudent market diversification. This reduces your portfolio risk while maximizing the return on your investments. We put our tax savvy to work for you, too. Understanding how taxes affect your portfolio over the long term is an essential part of delivering the best outcome. A thoughtful tax management process can allow you to keep more of your money now, while enhancing your after-tax returns. Your life is unique and dynamic thus your investment strategies should be the same. There is no one right way to invest. Your life situations are distinctive to you and we know they can change fast. As markets fluctuate and your needs evolve, rest assured our credentialed professionals will be there to make the best adjustments to your portfolio. At Diversified, we apply detailed, ongoing monitoring that allows us to take a proactive approach to your investment strategies as they relate to market trends. When unforeseen economic conditions or sudden life changes occur, we're able to respond quickly and effectively.


Estate Planning & Trusts

You work your whole life to build something enduring. Wouldn't it be wise to ensure maximum value of the estate you leave as testament to your labors? At Diversified, estate planning is much more than just confirming your will is in place and identifying your assets. We work to eliminate the uncertainties and confirm your wishes are honored as you pass your legacy on to future generations. For us, it's about making sure your loved ones are provided for in a way that's meaningful for you and for them. We understand estate planning can be emotionally difficult. Most of us put it off because it forces us to face our own mortality. But, estate planning is a critical part of ensuring your financial well-being and protecting your beneficiaries. It's not just for the very wealthy. After calculating their assets, many people are surprised to find the combined value of their homes, businesses, savings, and investment accounts make them more vulnerable to estate taxes than they realize. In some cases, estate taxes can deplete an astonishing 50% of the total estate. A well-constructed estate plan can provide the liquidity your beneficiaries need to settle your estate taxes, while minimizing their financial burden. By taking the appropriate steps now to develop a sound estate plan, it can provide effective preservation of your wealth to transfer to your heirs. You'll enjoy the satisfaction and peace of mind that comes from knowing you've done all you can to take care of your loved ones.


Financial Planning for Individuals

What comes to mind when you hear the term "financial planning"? Endless hours spent with an advisor discussing complex personal matters? Excruciating financial analyses and restrictive budgeting? If this is your impression of financial planning, we have some good news. We take an entirely different approach at Diversified. We've made the financial planning process simple, painless, and fun. (OK, fun might be a stretch.) But, it s safe to say through our streamlined Lifelong Wealth Planning Process, we'll get where you want to go financially and it won't be a hassle. No two people are alike. No two financial plans should be identical, either. You have unique dreams for yourself and for your family. Your financial plan should reflect them. Our Lifelong Wealth Planning Process allows us to collaborate with you to design a customized plan to achieve your specific goals. That may mean planning for a fulfilling retirement, educating your children (or grandchildren), making the most of your investments, reducing your taxes, and/or a myriad of other important aspects. Whatever your dreams, we'll work together to develop a financial strategy. We'll bring them into focus and deliver a roadmap to get you there. We all know "life" happens. When surprises or changes occur, we're able to swiftly adjust accordingly. We'll make sure of your path to reach your financial destination. The process is simple, yet impactful. You'll end up feeling reassured and confident about your financial future. It doesn't get much more stress-free than that


Office Hours

wiseradvisor-balck-li-img Mon. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Tue. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Wed. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Thu. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Fri. 7:30 AM - 4:00 PM

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