PACE TPA

You are able to achieve your wealth management goals in a more efficient and streamlined manner based on the expertise of Diversified Wealth Management Solutions. We have the ability to aid you in finding the solutions that you need. We effectively manage your portfolio with a combination of investments including, but not limited to Bonds (Fixed Income), Stocks (equities), ETF’s and Mutual Funds. You will receive sound advice and good management from us as we take care of your comprehensive financial picture.

Our firm specializes in helping business owners design retirement plans that help them save on taxes, accumulate funds for retirement, and retain key employees. We alleviate business owners' concerns regarding complex legal requirements, employee participation quotas, and fiduciary duties, among many other potential challenges. Clyde Ford and Michael Deferro have decades of experience structuring all forms of retirement plans and can help business owners design the most suitable structure to accomplish their objectives. Once a retirement plan has been implemented, we work with each individual plan participant to develop sound retirement strategies and preserve wealth.

At Warner Wealth Strategies, we operate like a family. One of our most distinguishing traits is how well we listen and how much we care. When you call into our office, you will speak with someone who is not only happy to serve you, but knowledgeable and generous with their time. We understand that you are our client, not your money, we promise never to forget that!