WHAT WE DO
View All Services.
At Wealth DiversiFined
📦 Business-in-a-Box + Fractional CFO*
Launch. Protect. Grow. All-In-One Concierge Support.
Service Description
Start your business with confidence—and a financial edge. Our exclusive bundle combines everything you need to launch, protect, and strategically manage your business from day one. What’s Included: -Fractional CFO Services: (FOR 3 MONTHS) ^Monthly or quarterly financial review and strategy session ^Cash flow forecasting and budgeting ^KPI dashboard setup and review ^Priority access to your dedicated CFO advisor -LLC Formation & EIN Setup: We handle all the paperwork and filings for you. -Virtual Office & Registered Agent (1 year): Professional address and compliance support. -1-Hour Tax Planning & Strategy Session: Proactive guidance to maximize savings. -Business Tax Preparation (first-year): Full business return, handled by experts. -Concierge Guidance: Support for business bank account setup and compliance basics. -Free 30-min Insurance & Risk Planning Consultation: Protect your business and your wealth.
Cancellation Policy
All appointments must be booked through our online system at www.wealthdiversifined.com. Upon scheduling, you will receive an email confirmation with appointment details and instructions for virtual or in-person meetings. You may reschedule or cancel your appointment up to 24 hours in advance at no charge. To modify your booking, use the link in your confirmation email or contact us at info@wealthdiversifined.com or (862) 332-0721. Appointments are held for 10 minutes past the scheduled time. Late arrivals may result in shortened sessions or the need to reschedule, depending on availability. For remote services, Zoom or Google Meet links will be provided at least 1 hour before your scheduled time. Please ensure a stable internet connection and a quiet environment for the session. Clients may be asked to submit relevant documents (e.g., IDs, tax forms, incorporation details) at least 24 hours prior to the appointment. Secure upload instructions will be included in your confirmation email. We are based in Newark, NJ but proudly serve clients nationwide via virtual consultations. In-person appointments are available by request and based on schedule availability. We’re here to help. Contact us at info@wealthdiversifined.com or call (862) 332-0721 with any questions before your booking.
Contact Details
862-332-0721
info@wealthdiversifined.com
58-84 Norfolk Street, Newark, NJ, USA
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.
