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Welcome to Divi 

Customized Financial Planning & Investing

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Plan

Financial Planning

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Divesrify

Create a Diverse Portfolio

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Manage

Personal Wealth Management

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One Size Fits One 

Create a Strategy That Works For YOU

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Loyal Clients

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%

Avg Annual Return

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Experienced Advisors 

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Invested

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How We Work. Our Mission & Values

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Fanancial Services

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Retirement Plans

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Estate Planning

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Impact Investing 

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Risk Management

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Portfolio Management

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Mergers & Acquisitions 

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"Curabitur non nulla sit amet nisl tempus convallis quis ac lectus. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras ultricies ligula sed magna dictum porta. Praesent sapien massa, convallis a pellentesque nec, egestas non nisi. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere."

James Davis

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Stephanie Rawson

"Curabitur non nulla sit amet nisl tempus convallis quis ac lectus. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras ultricies ligula sed magna dictum porta. Praesent sapien massa, convallis a pellentesque nec, egestas non nisi. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere."

Tyler Shaw

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Let Us Help You Take Your Money To New Heights

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Blog 

Financial Resources and News

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Always recheck your future award stays

Always recheck your future award stays

File this one under ‘Lessons learned by accident’. This seems to happen with a lot of the hotel chains, and with Marriott now offering peak, off peak, and regular pricing that changes every month, it’s going to be even more important going forward. Latest example, we...

Always recheck your future award stays

File this one under ‘Lessons learned by accident’. This seems to happen with a lot of the hotel chains, and with Marriott now offering peak, off peak, and regular pricing that changes every month, it’s going to be even more important going forward. Latest example, we...

Pirates hangout, Bonaire on points

Pirates ruled Bonaire from 1800 to 1816 while control of the island was passing back and forth among the Dutch, British, and Spanish nations. Today Point Pirates are still welcome on the island and we have a great opportunity for an affordable and relaxing dive...

How I get 12% back when dining out, and you can too

Ok, first I want to make clear that I don’t ALWAYS get 12% back when dining out, but I do always get at least 6% and often 12%. The Sapphire reserve card gets me 3 Chase Ultimate Rewards points for every dollar spent on dining, and those Chase UR points are worth on...

Contact

Get In Touch

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Divi Investment Firm.

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