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Category: High Net Worth Planning

Wealth Management Strategies for High Net Worth Individuals and Families

Tools and Techniques for Portfolio Optimization, Risk Management, and Asset Protection High Net Worth individuals and families – those having at least $1 million in liquid assets – face unique challenges when it comes to managing their wealth. When creating a comprehensive wealth management plan, it is important to consider factors such as portfolio optimization, risk management, and asset protection. Fortunately, there are several tools and techniques available to help high-net-worth individuals and families manage their wealth effectively, and we’ll review several of them below.

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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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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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