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Tell me and I forget. 

Teach me and I remember. 

Involve me and I learn.

Participant Services

Individual Consulting

Your employees may be great at what they do, but they likely aren't financial experts. Be the employer that gives them the best chance possible at a strong financial future through one-on-one live consultations with Divergent Wealth. Our team can create a customized plan that positions each person to reach their financial potential. Each tailored strategy takes into account a person’s life goals, risk tolerance, liquidity needs and other unique circumstances. Your employees will have an extensive financial profile review with a custom analysis on a range of financial needs, including

  • Retirement Assets
  • Non-retirement Assets
  • Mortgage Analysis
  • Debt Reduction
  • Investment Selection
  • Asset Protection
  • 529 College Planning
  • IRA Rollovers
  • Investment Diversification

Retirement Readiness

Using Behavioral economics, financial principles, and a personal comprehensive checklist, we can work with your workforce to drive successful retirement readiness scores.                

Group Meetings

Working with your Investment Committee we can come up with curriculum that would be best suited for the needs and demographic of your employees. Topics could range from “What you need to know when buying your first home”, “Things to consider when taking Social Security”, “and “What’s best, Roth vs. Traditional 401(k)?”, Etc.