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Diversified Capital Management

(970) 245-9180

The Cycle of Investing Perception vs. Reality Social Security: By the Numbers Estate Management 101
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Understanding Today’s Financial Environment...

Welcome to my website! I’m Michael A. Pote, a Cambridge Investment Research financial advisor at Diversified Capital Management in Grand Junction, Colorado. I fully understand the complexities of choices individuals face as they try to make investment-related decisions in today's rapidly changing world. With considerable experience working with financial market-based instruments; I can help take much of the "guess-work" out of those complex decisions when preparing for tomorrow's life goals. Whether you are investing for your retirement, college savings or estate planning; my personal, one-on-one service focuses on each of my client's unique needs, desires, financial goals and objectives.

At Diversified Capital Management, I am a professional who takes a very detailed and analytical approach - with 30 years of experience in the investment and financial services. So no matter where you live, I can help you address your concerns of today - and for many years to come. Feel free to contact me to find out why many families have trusted me with their financial and investment decisions for the past 3 decades. I look forward to hearing from you to discuss your interests and concerns - and possibly partner with you as your personal financial advisor... I can be reached at (970) 245-9180 or (800) 454-5062.

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Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

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Four Really Good Reasons to Invest

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A Look at Whole Life Insurance

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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A presentation about managing money: using it, saving it, and even getting credit.

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There are some key concepts to understand when investing for retirement

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