How does the advisor help clients – Key Takeaways:
At DFG WEALTH MANAGEMENT, LLC, the team of experienced financial experts strive to provide personalized and comprehensive wealth management solutions for their clients. By understanding the unique goals and needs of each client, they help individuals and families make sound financial decisions for a secure future.
Facts and Insights
Since its inception in 2005, DFG WEALTH MANAGEMENT, LLC has been committed to delivering top-notch financial planning and investment management services for their clients. With a team of over 25 advisors, they manage over $750 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 25+ | $750 million |
Financial Services Offered
DFG WEALTH MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These include:
- Investment Management
- Retirement and Estate Planning
- Tax Planning and Preparation
- Insurance Strategies
- Education Planning
Client Types
The team at DFG WEALTH MANAGEMENT, LLC has experience working with a variety of clients, including:
- High-net-worth individuals
- Retirees
- Small business owners
- Families
Fees & Compensation
DFG WEALTH MANAGEMENT, LLC follows a transparent fee structure, with charges based on a percentage of the assets under management. The team works to keep these fees competitive and fair for their clients, and offers a free initial consultation for prospective clients to discuss their specific needs and fee options.
Background
The founding partners of DFG WEALTH MANAGEMENT, LLC bring a collective experience of over 50 years in the financial industry. With a strong commitment to ethical and professional standards, the team has earned the trust and loyalty of its clients by consistently delivering exceptional results through a client-first approach.
Financial Advisor Disclosures to Know
As a registered investment advisor, DFG WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions to their clients. The team prides itself on remaining transparent and holding themselves to the highest ethical standards in all their dealings.