At D&S Wealth Management Group, we provide a wide range of financial services designed to bring clarity and structure to your financial life. Whether you’re planning for retirement, managing investments, navigating tax strategies, or protecting your assets, our goal is to help align your financial decisions with your personal and professional goals.
We understand that financial planning is not one-size-fits-all. That’s why our services are designed to adapt to your unique circumstances and priorities, offering personalized strategies for life’s challenges and opportunities. Explore our services to see how we can support you at every step of your financial journey.
Navigating retirement involves balancing new opportunities with financial considerations. We focus on creating an income strategy that supports your goals while addressing key challenges such as inflation, Social Security timing, and diversified income sources. Our process begins with a detailed review of your financial situation to create a strategy that reflects your priorities.
As your needs evolve, we revisit and adjust your plan, helping it remain aligned with your circumstances and goals. This approach is part of our broader Lifestyle & Legacy Plan, which integrates income planning into a comprehensive strategy for managing life’s financial complexities.
Managing financial risks is essential to protecting your savings and maintaining balance in your retirement strategy. At D&S Wealth Management Group, we take a thoughtful approach to assessing your portfolio, defining your risk tolerance, and developing a strategy that supports your long-term goals.
Our process includes reviewing your current risk exposure, creating a diversified investment plan, and making adjustments as market conditions and personal circumstances change. With a focus on aligning your investments with your values and priorities, we aim to simplify the complexities of risk management and help you navigate potential challenges confidently.
Effective tax management is essential to your financial strategy, especially as retirement approaches. D&S Wealth Management Group collaborates with DeLeon and Stang CPAs and Advisors, a firm with over 40 years of experience and 50 professionals. While operating separately, this partnership enables in-depth tax planning aligned with your financial goals.
Beyond tax filing, we work with tax professionals engaged in return preparation and consulting for individuals and businesses. This hands-on approach allows for personalized tax strategies, adapting to changing laws and circumstances. Our focus is on informed decisions that support your financial position and long-term objectives.
The Legacy, Estate & Care Plan is about more than managing assets—it’s about preserving your values and caring for those who matter most. At D&S Wealth Management Group, we help you create a plan that reflects your long-term goals, simplifies the transfer of assets, and addresses healthcare concerns.
Our process includes reviewing your current estate plan, aligning it with your objectives, and collaborating with legal and healthcare professionals to implement your strategy effectively. We also provide ongoing reviews to adapt to life’s changes. With a structured approach, we help simplify estate planning, ensuring your legacy aligns with your values.
At D&S Wealth Management Group, we understand the unique financial needs that businesses face. Our goal is to help business owners like you build a solid financial foundation that supports both your company’s long-term success and the future of your employees. Through a combination of experienced financial planning, retirement solutions, and tax strategies, we offer personalized services designed to align with your specific business goals.
Comprehensive Financial Planning for Business Owners
Understanding the value of your business is essential for making informed financial decisions. We help business owners assess their company’s worth, develop strategies for growth, manage cash flow, optimize tax planning, and create a clear exit strategy that aligns with their long-term objectives.
Retirement Plans for Businesses
One of the core services we provide is developing and managing retirement plans that support long-term financial planning and offer tax advantages for businesses. We work closely with you to create a plan that fits your budget, benefits structure, and long-term objectives, including options like 401(k) and profit-sharing plans.
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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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