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.
Client-Focused Approach
Customized Financial Solutions
Collaborative Expert Support
OUR APPROACH
Client-First Strategy
We start by listening understanding your goals so we can deliver solutions that truly fit your needs
Tailored Solutions
No cookie-cutter plans here. Every service is customized to match your personal or business journey.
Done-With-You Support
We don’t just do the work , we walk with you, offering clear guidance, smart strategy, and ongoing support.
Expert Solutions for Growth
Getting the right financial support has never been easier. At Wealth DiversiFined, we offer expert solutions designed to strengthen your business, simplify your finances, and help you reach long-term goals with confidence.
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 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.
Getting Started Made Simple
Partnering with us is quick and effortless. Here’s how you can begin your journey with Wealth DiversiFined.
Gain the insights and direction your company needs to move forward with confidence. Our team helps you strengthen performance and achieve lasting success.
Boost your financial advantages through proactive strategies and smooth, stress-free filing support. We help you stay compliant while maximizing your returns.
Keep your focus on growth while we take care of your daily financial tracking and reporting accurately and efficiently.
Our experts help small businesses grow stronger with proven strategies and personalized financial guidance for sustainable results.
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.
What People say
Derrick J., Creative Entrepreneur
he team at Wealth DiversiFined goes beyond tax prep — they actually teach you how to make smarter financial moves.
Michael T., Real Estate Investor
I’ve worked with several firms in the past, but none were as thorough and responsive. Their concierge approach really sets them apart.
Sophia M., Freelance Consultant
They helped me organize years of bookkeeping and even gave me a better understanding of my cash flow. I finally feel in control
Get in touch
Whether you’re ready to work with us or simply need some advice, we’re here to help.