Retirement Planning That Puts Your Peace of Mind First

Wealth Diversified delivers step-by-step retirement planning and wealth preservation with a personal, local touch. We make it easy to meet wherever is most convenient for you.

Personalized Guidance From Maryland’s Trusted Retirement Planner

It’s normal to feel unsure about the best moves as you approach or live in retirement—questions about Social Security, investments, taxes, and how long your money will last are common. Wealth Diversified brings clarity with a local retirement planner who understands Maryland’s unique retirement landscape and the needs of Frederick-area families. Mark Schlossenberg holds advanced designations as a Certified Social Security Claiming Strategist, Certified Income Specialist™, Certified Annuity Specialist®, and Certified Fund Specialist®, offering in-home consultations and sharing retirement insights at local seminars to make it easy for you to get honest answers in a comfortable setting. With a client-first approach and deep roots in Maryland, Mark is here to help you make confident decisions for your future.

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Mark Schlossenberg

CFS®, CAS®, CIS™, CSSCS

Principal, Financial Planner

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Turn Retirement Questions Into Clarity and Confidence

  • Will my savings last through retirement?

    We help you explore different income strategies and review the factors that can impact your retirement timeline, so you can make decisions with greater confidence.

  • How can I make informed choices about Social Security?

    As a Certified Social Security Claiming Strategist, we guide you through available options and explain how different timing or claiming strategies may affect your benefits.

  • How can I manage investment risk as markets change?

    Our approach to investment management is focused on diversification and careful allocation, always considering your personal risk tolerance and long-term objectives.

  • What steps can I take to address taxes and healthcare costs?

    We help you navigate Maryland-specific tax considerations and the potential impact of healthcare expenses, building tax-aware strategies as part of your plan.

  • Where can I find guidance that’s focused on my interests?

    We act as an independent, fiduciary resource—offering guidance that is always shaped by your goals, not by product sales.

Retirement Planning: Your Roadmap for Life’s Next Chapter

A thoughtful retirement plan helps you address the key questions that arise as you approach or live in retirement. At Wealth Diversified, we guide you through every phase—covering income planning, Social Security options, timelines, and what-if scenarios—so you can make choices aligned with your priorities.

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Social Security Planning

Guidance on timing, claiming strategies, and how Social Security fits into your overall retirement income.

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Retirement Income Planning

Strategies for turning your savings into reliable income, taking into account your lifestyle and personal goals.

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Investment Strategies for Retirement

Support with diversification and asset allocation, with careful attention to managing risk.

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Longevity & Healthcare Planning

Tools to help you consider long-term care needs, healthcare costs, and the financial impact of living longer.

Wealth Preservation: Protecting What You’ve Built

Safeguarding your assets is just as important as planning how to use them. Our wealth preservation services help you address investment risks, plan for healthcare costs, and organize your estate for future generations—all within a framework designed for Maryland residents and Frederick-area families.

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Investment Management & Diversification

Portfolio strategies designed for your objectives and personal risk profile.

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Insurance & Risk Management

Options to address healthcare, long-term care, and other risks that may affect your retirement security.

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Estate & Legacy Planning

Coordination of your wishes for wealth transfer and legacy, working in partnership with local professionals as needed.

Proudly Serving Frederick and Surrounding Maryland Communities

Wealth Diversified is based in Maryland and supports retirees and pre-retirees from Frederick, Gaithersburg, North Potomac, Germantown, and throughout Montgomery County. We participate in Frederick’s community events and provide retirement education at local seminars—always focused on the needs and concerns of our region. When you need retirement planning that’s grounded in local understanding, our door is open.

Stay Informed and Empowered

Retirement Insights & Community Topics

Our blog covers the same practical retirement topics we discuss in local seminars—Social Security, income strategies, investment considerations, and Maryland-specific issues. Read our latest posts for guidance you can use.

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