Our Services

The prospect of managing wealth through a combination of strategic and tactical investing has never held more appeal. With ever-increasing media coverage and an overabundance of information available to the public, making investment decisions has become more challenging than ever. Investing, however, is only one aspect of a comprehensive wealth management strategy. On these pages, you will find a sample list of the numerous services we offer.

Portfolio Management

Together with our Investment Committee, DSF Wealth develops and monitors customized investment strategies for our clients. Learn more

 Wealth Planning

DSF Wealth will develop a financial plan to help you balance a desirable quality of life and a healthy savings plan for your future. Learn more

Estate Planning

We understand that the prospect of developing an estate plan (i.e. Will, Medical Directive, Power of Attorney) may create feelings of discomfort. However, devising an estate plan should promote feelings of security and is a critical component of the overall planning process. Learn more

Risk Management

While our primary goal is to help you plan for your financial future, we also recognize that it is important to develop a strategy to mitigate events that might impair your financial plan. Learn more

Tax Planning

Tax planning is not only the responsibility of your accountant. DSF Wealth considers your short and long-term financial goals and will develop strategies within the context of your overall financial plan. Learn more

College/Education Planning

With the costs of higher education rapidly rising, it is imperative that we plan accordingly. Our team can provide estimated education costs for the institutions you may be considering, and will build those costs into your financial plan. Learn more

Support for Business Owners

As a private business, we understand the challenges and opportunities you face, and the passion you have to pursue your dreams. We can help you construct a comprehensive business strategy that includes cash flow planning, a retirement savings program that benefits both employees and employers, and HR solutions including Health, Life and Disability insurance. Learn more

Individuals and Families

Businesses