WHAT WE DO
View All Services.
At Wealth DiversiFined
Business Formation & EIN Setup
Launch your business with confidence
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. Our business-in-a-box solutions are perfect for startups and entrepreneurs ready to launch with confidence.
Virtual Office & Registered Agent
Establish a credible business presence
Establish a professional presence and protect your privacy with our virtual office and registered agent services. Wealth Diversifined provides a Newark, NJ business address, mail handling, and compliance support, all with concierge-level attention. Ideal for remote businesses, startups, and anyone seeking flexibility and credibility, our solutions keep you connected and compliant nationwide.
Accounting & Bookkeeping
Establish a credible business presence
Stay organized 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. From startups to established companies, our personalized solutions help streamline operations, reduce errors, and support smarter decision-making every step of the way.
Fractional CFO Services
Unlock executive-level financial expertise without the full-time cost.
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. Whether you’re scaling, seeking investment, or navigating challenges, our concierge support empowers you to make confident, data-driven decisions for sustainable growth.
Tax Preparation & Advisory
Accurate filing and expert guidance to help you minimize taxes
At Wealth Diversifined, our tax preparation and advisory services are designed to maximize your savings, ensure compliance, and provide peace of mind. We offer transparent, flat-rate pricing for both individuals and businesses, along with strategic guidance tailored to your unique financial situation. Whether you’re filing a simple return or navigating complex business taxes, our concierge approach ensures you receive year-round support and proactive planning for your financial future.
Tax Planning & Strategy Sessions
Establish a credible business presence
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 optimization, and actionable planning to help you reduce liabilities and make smarter financial decisions all year long.
Insurance & Estate Planning
Protect your future with smart insurance solutions and estate planning that secures your legacy
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 optimization, and actionable planning to help you reduce liabilities and make smarter financial decisions all year long.
How to get started with
Getting expert support has never been easier. Here’s how to start your journey with Wealth DiversiFined:
-
Book a Free Consultation
Choose a time that works for you. We’ll discuss your goals, challenges, and how we can help. -
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. -
Launch with Confidence
We handle the details so you can focus on growth, peace of mind, and financial clarity.
