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At D&S Wealth Management Group, our team is dedicated to helping you navigate the complexities of financial planning. With diverse expertise and a collaborative approach, we focus on understanding your goals and providing practical strategies to address your unique needs. We are committed to building long-term relationships and supporting you through life’s financial transitions. Together, we aim to simplify your journey and help you work toward a brighter financial future.

Navigating financial decisions can feel daunting, but you don’t have to do it alone. Our team is here to provide clarity, guidance, and support every step of the way. Contact us to get started today

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
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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