WEALTH MANAGEMENT

DMG Wealth Management Group is a new kind of financial services company. We’re committed to providing Americans with access to quality, affordable personal financial advice. It’s an important goal. Because, while research suggest that nearly 70% of mass market Americans would like to benefit from personal financial advice, only about 26% are actually getting it. At DMG Wealth Management, we’re working to close that gap.

DMG Wealth Management Group is a registered investment advisory firm. That means we provide financial advice for a fee, and that we’re professionally, ethically and legally required to put your interest first.

At DMG Wealth Management, we look beyond the assets you have today, and find the most effective ways to help you grow those assets and move toward your financial goals.

The six key areas of financial planning DMG financial advisors can discuss with you: 

  • Your Current Situation
  • Risk Management
  • Short-term accumulation goals
  • Tax planning
  • Retirement Planning
  • Estate Planning

We Look at Finances Differently

Our philosophy helps you prioritize and align your decisions about the many aspects of your financial life with what matters most to you. We offer the resources and support that can help you take the financial steps that move you toward your goals.

And, we know that the decisions about what to spend and save, as well as how to give back to your family and community, can involve trade-offs. We’ll help you see those trade-offs clearly, and make choices based on an understanding of how moving toward one goal may impact another.

Your hopes, your priorities, and your feelings about money are unique. That’s why your DMG experience will be unlike anyone else’s. DMG Wealth Management Group is designed to help you gain insight and access to information that can lead to decisions and actions based on what’s important to you. We’ll treat you like an individual, not an account or a set of numbers. We’re committed to serving as your support system, sounding board, and trusted source of guidance.