Who We Are
“Putting my clients ahead of everything else has been the foundation for my business. It has enabled me and my firm to enjoy many years of success in this community. I firmly believe that as a financial coach, that education and understanding leads to clarity, confidence and ultimately peace of mind.”
Garth Weil, Investment Coach
Garth Weil entered the financial services industry 20 years ago with one goal:
Helping people better understand and navigate the world of personal finance.
In the 1990's he was at a crossroads on what to do with his career and after attending an accounting show with a few financial professionals, he realized that he would love to work and help people achieve financial success. With a vision to build his firm based on trust and respect, Garth has far exceeded that objective. He holds a Bachelor of Science degree from the University of Utah. He currently holds a series 6, 63 and 65 securities license and is the President of Diversified Strategies, a Registered Investment Advisory Firm. He is also a Certified Teacher of The Retirement Planning Today Class (Retirement planning class for adults over 45 the curriculum at over 300 universities and locations)
Garth has extensive experience advising individuals, families, and fortune 500 corporations alike. His specialty is breaking down complex issues and developing a concise approach to address the concern.
No client is too big or too small. Garth has a proven track record for delivering sophisticated financial solutions and helping his clients with the advice he provides.