Diversified Wealth Management
Todd C. Terhorst
Todd has been in the financial planning industry for more than 14 years. Since founding Diversified Wealth Management in early 2003, his firm has expanded to 12 financial professionals (plus staff) in 4 locations in Minnesota. Todd works with individuals and small business owners doing comprehensive financial planning and wealth management.
Todd’s expertise in real estate investing stems from his personal experience in buying and selling investment properties for the past 11 years. Todd also works with many individual and business clients who invest in real estate in their IRAs and other qualified plans.
Todd holds a diverse array of advanced designations from the financial services industry that illustrates his expertise in a variety of financial planning areas.
My Philosophy
Financial Planning should be the first step in working with an independent financial advisor. “Real Financial Planning” examines and addresses EVERY aspect of your financial life. The planning process should be a truly comprehensive analysis of your current Financial condition and position. This process should result in:
1. A clear understanding of any financial shortcomings
2. A list of priority action items and time-frames
3. Realistic implementation strategies that tie in with stated goals
