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About

Our mission is to provide clients with current and creative investment, estate and financial planning strategies that enable informed decisions while planning for the road ahead.

About Us

DSI Wealth Management brings you a team of financial professionals committed to helping you work toward achieving  your financial goals through strategic retirement planning, wealth management and financial coaching.  DSI Wealth Management has access to experienced colleagues inside and outside our firm and will incorporate the insights of your other trusted advisors to identify the most appropriate decisions for your personal situation.

Conversations are key

We are committed to communication—up front and throughout our work together. Our objective planning advice is based on a thorough knowledge of you, your goals and your comfort with different investment products and styles. Only then can we guide you through the broad range of options available and help you discover the investments that may best meet your unique needs.

As of date, our personalized attention to individual needs and investment styles has helped us to achieve client retention for client relationships greater than five years. There are risks involved in investing, including loss of principal. Investments will fluctuate and may be worth more or less than when originally purchased.

*Documentation available on request

About Us

  • About Joe Rubinstein
  • Our Team
  • Investment Philosophy

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 626 919-3456
Fax: 626 919-6127
Toll Free: 800 365-7749

Email: dsiwm.info@divsecs.com 

1000 Lakes Dr. #420 , West Covina, California 91790

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  • Legal, privacy, copyright and trademark information

Securities and Investment Advisory Services offered through H. Beck, Inc., Member FINRA and SIPC. H. Beck, Inc and DSI Wealth Management are not affiliated. We currently have representatives registered to offer securities and licensed to sell insurance products in the States of AZ, CA, CO, FL, GA, HI, ID, IL, ME, MT, NE, NH, NJ, NV, NY, OK, PA, TN, TX, VA, and WA. This is not an offer to sell or solicit securities or insurance in any other state of jurisdiction. The financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. California Insurance License Number: 0A68771

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