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.
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