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DeLeon & Stang Wealth Management Group

Financial Clarity Drives Life’s Possibilities

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At D&S Wealth Management Group, our mission is deeply personal. We’ve seen friends and family struggle to find the guidance they needed to plan for their financial future, and it inspired us to make financial planning more approachable and accessible. With years of experience, we’ve built a reputation for educating individuals in a clear, easy-to-understand manner, empowering them to navigate personal finance and pursue their goals with confidence.

Our focus on investment management, tax planning, and insurance solutions allows us to simplify the complexities of your financial life into one cohesive strategy. By understanding your unique needs and aspirations, we create practical, collaborative plans designed to support your long-term success. Rooted in trust and a strong commitment to our community, we are here to guide you through life’s financial transitions with clarity and confidence.

Financial planning can feel overwhelming, but you don’t have to face it alone. At D&S Wealth Management Group, we simplify complexities and provide guidance to help you achieve your goals.

Our Services

Meet Our Dedicated Team

Get to know the dedicated professionals at D&S Wealth Management Group. Our team is here to guide you with practical insights and personalized financial strategies.

Meet Our Team

Brett Friedman, CFP®

Investment Advisor Representative

I take great pride in my work, and I have dedicated my career to helping the people I work with achieve their financial dreams. Back...

Meet Brett

Brad Hoffman, CPA

Tax Advisor

I have 20+ years of experience in the financial and accounting industries, which allows me to serve as an advocate for my clients. I specialize...

Meet Brad

Our Partners

Offering Comprehensive Financial & Advisory Solutions

DeLeon & Stang CPAs

DeLeon & Stang offers more than traditional accounting—providing business consulting, tax planning, and risk management services. With over 35 years of experience, their team delivers strategic financial guidance tailored to individuals, businesses, and nonprofits.

DeLeon & Stang CPAs

Explore strategic tax and business solutions designed for your financial success.
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DeLeon & Stang Insurance Solutions

D&S Insurance Solutions helps clients navigate retirement planning, investments, and asset protection. With a focus on education and flexibility, they work closely with individuals to develop financial strategies that adapt to life’s changing needs.

DeLeon & Stang Insurance Solutions

Build a financial strategy that evolves with you. Connect with us to get started.
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Are You on Track to Reach Your Financial Goals?
Every step of your financial journey matters. At D&S Wealth Management Group, we’re here to help you navigate life’s challenges and opportunities with thoughtful strategies and personalized insights. Let’s work together to create a financial plan that aligns with your goals and priorities.
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Your Financial Goals, Our Priority.
At D&S Wealth Management Group, we provide strategies to simplify the complexities of financial planning. Let’s work together to create a plan that supports your goals and long-term vision. Let’s work together to create a financial plan that aligns with your goals and priorities.
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Start Your Financial Journey with Confidence
Every decision matters. At D&S Wealth Management Group, we provide thoughtful insights and a collaborative approach. Let’s create a financial plan that reflects your values and long-term aspirations. Let’s work together to create a financial plan that aligns with your goals and priorities.
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D&S Wealth Management Group, LLC (DSWMG) is a registered investment advisor located in North Potomac, Maryland.  DSWMG and its investment advisor representatives are in compliance with the current filing requirements imposed upon state-registered investment advisors by those states in which DSWMG maintains clients. DSWMG may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.   Additional information, including our services, advisory fees, and other helpful disclosures, can be found in our Form ADV Part 2, which is available upon request or on the SEC’s website here.

Investment advisory services are offered through DSWMG. Insurance services are offered through D&S Insurance Solutions, LLC.  Accounting and tax services are offered through Deleon & Stang, CPAs and Advisors.

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