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Wealth Diversifined is a leading business concierge firm based in Newark, NJ, serving clients nationwide with a specialised focus on Tax Preparation, Accounting, and LLC Formation. We help entrepreneurs, high net worth individuals, medical and dental practices, and startups, especially in New Jersey and New York, to maximise tax savings, build compliant businesses, and achieve sustainable financial growth.
About Us
WEALTH DIVERSIFINED
Where Strategy Meets Service
We’re your trusted partner in growth. Based in Newark, NJ and serving clients nationwide, we offer virtual office solutions, LLC formation, tax preparation, bookkeeping, and insurance and risk planning, all in one place.
1,387+
Clients served
10+
Years experience
2021
Established
OUR SERVICES
Everything your business needs, in one place
Book a free consultation today to discover why clients nationwide trust us to handle their most important financial decisions and empower their next moves.
1
Business Formation & EIN Setup
Set your business up for success from day one. Wealth Diversifined simplifies LLC formation and EIN registration with expert guidance, clear pricing and fast turnaround. We handle the paperwork, compliance and state-specific requirements, so you can focus on building your vision.
$350 one-time · FREE NJ registered agent for year one
2
Virtual Office & Registered Agent Services
Secure a premium Newark-based business address, mail handling and annual registered agent services. Ideal for startups, remote businesses and LLCs seeking compliance and professionalism without a physical office.
3
Accounting & Bookkeeping
Stay organised and gain true financial clarity with Wealth Diversifined’s accounting and bookkeeping services. We deliver accurate, up-to-date records, seamless reconciliation and actionable insights, so you can focus on growing your business.
4
Fractional CFO Services
Unlock executive-level financial expertise without the full-time cost. Wealth Diversifined’s fractional CFO services provide strategic planning, cash flow management, forecasting and performance analysis tailored to your business goals.
5
Tax Preparation & Advisory
At Wealth Diversifined, our tax preparation and advisory services are designed to maximise your savings, ensure compliance and provide peace of mind. We offer transparent starting prices for both individuals and businesses, along with strategic guidance tailored to your unique financial situation.
6
Tax Planning & Strategy Sessions
Avoid surprises at tax time with a custom tax strategy tailored to individuals and small businesses. Our sessions include income forecasting, entity structure guidance, deduction and credit optimisation, and actionable planning to help you reduce liabilities and make smarter financial decisions all year long.
7
Insurance & Risk Planning Consultation
Protect what matters most with Wealth Diversifined’s insurance and risk planning services, delivered through trusted partnerships. We offer complimentary risk assessments, term life insurance guidance and business continuation strategies, including buy-sell agreements and estate planning guidance through trusted partners. Our holistic approach helps keep your wealth, business and loved ones safeguarded, now and for the future.
Our Mission
At Wealth Diversifined, our mission is to empower entrepreneurs, professionals, and individuals with the strategic tools, financial clarity, and personalised support they need to build, protect, and grow their wealth.
Through our Business Concierge approach, we simplify the complex, offering reliable, all-in-one services that turn goals into results and make business ownership less overwhelming and more rewarding.
How to get started with Wealth Diversifined
Two easy ways to begin, whether you know exactly what you need or would like some guidance first.
01
Choose your service
Book and pay for a fixed-price package online, or book a free consultation if you'd like help choosing.
02
Complete your intake
You'll receive a short online form by email. Most clients finish it in 10 to 15 minutes, and there's nothing to upload at checkout.
03
Share documents securely
Upload documents through our secure, encrypted portal. Tax documents go through Intuit Link. Never by email.
04
Meet your dedicated advisor
Work directly with Marissa Whaul, ACCA, GDL, MSc, from onboarding to results, online or in person.
