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ABOUT US

At Wealth DiversiFined

OUR APPROACH

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Client-First Strategy

We start by listening  understanding your goals so we can deliver solutions that truly fit your needs.

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Tailored Solutions

No cookie-cutter plans here. Every service is customized to match your personal or business journey.

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Done-With-You Support

We don’t just do the work , we walk with you, offering clear guidance, smart strategy, and ongoing support.

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About Me

Managing Partner, Marissa Whaul

With over 15 years of experience across the global accounting spectrum—including senior positions in audit, advisory, and tax, Marissa Whaul has built a career grounded in resilience, excellence, and service. From humble beginnings in Guyana, South America, to executive-level roles, her diverse expertise has spanned both sides of the Atlantic, with the United States ultimately becoming her professional home.


Marissa completed a Master of Science in Professional Accountancy from the University of London and earned her ACCA accreditation (Association of Chartered, Certified Accountants). She further deepened her expertise with a Graduate Diploma in Law (GDL), gaining valuable insights and a multidisciplinary lens into the legal frameworks that influence business strategy and compliance.


Now based in the United States, Marissa has deepened her specialization in U.S. tax planning and compliance, allowing her to guide both individuals and business owners through a new layer of regulatory and strategic challenges. She brings with her a global lens, local precision, and the ability to translate complex tax rules into clear, actionable strategies.

Renowned for her ability to design and correct the systems businesses operate within, Marissa has a proven track record of optimizing financial infrastructures and internal controls. She combines technical acumen with unmatched people skills, developed through her international studies and global travels. Her ability to connect with people from all walks of life is both authentic and empowering.

Her newest and most heartfelt endeavor is the launch of a physical office for Wealth Diversifined in Newark, NJ—a space built to provide individuals and entrepreneurs with trusted, full-spectrum financial support.

And what about the name—Wealth Diversifined?
It’s more than a brand—it’s a mission. A thoughtful blend of the words wealth and diversity, defined, the name reflects Marissa’s dedication to helping people from diverse backgrounds and life paths define and attain true wealth. Here, wealth isn’t just about money—it’s about impact, legacy, and the power of opportunity.

At Wealth Diversifined, we believe generational wealth is possible for anyone—with the right strategy, guidance, and support.

Where strategy meets service. That’s not just our slogan—it’s our promise.

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How to get started with

Getting expert support has never been easier. Here’s how to start your journey with Wealth DiversiFined:

  1. Book a Free Consultation
    Choose a time that works for you. We’ll discuss your goals, challenges, and how we can help.

  2. Get a Custom Plan
    Based on your needs, we’ll create a tailored strategy, whether it’s business formation, tax support, or full concierge service.

  3. Launch with Confidence
    We handle the details so you can focus on growth, peace of mind, and financial clarity.

Marissa

Speak to our expert, Marissa

Whether you’re ready to work with us or simply need some advice, we’re here to help.

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Get in touch

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