At D&S Wealth Management Group, we know your financial goals are deeply personal. That’s why our process goes beyond just creating strategies—it’s about understanding the factors that shape your decisions. We take the time to explore what drives your priorities, from personal milestones to professional aspirations, ensuring every step aligns with your unique vision.
Through ongoing collaboration and tailored insights, we aim to simplify the complexities of financial planning while focusing on what truly matters to you. Our process is designed to grow with you, offering support as your needs evolve over time.
Discovery
Exploring Your Needs and Goals
We review your existing financial strategies to identify alignment with your goals, uncover potential gaps, and determine how we can best support your financial objectives.
Diagnostic
Evaluating Your Current Plan
We review your existing financial strategies to identify alignment with your goals, uncover potential gaps, and determine how we can best support your financial objectives.
Solutions Presentation
Crafting a Personalized Strategy
We present a clear and actionable plan, addressing your questions and aligning solutions with your goals. This step often includes investment and income planning considerations.
Implement Solutions
Putting Your Plan into Action
Once strategies are finalized, we begin implementing the plan, providing ongoing education and support to ensure you stay informed and comfortable throughout the process.
Collaborative Monitoring
Adapting to Evolving Goals
We regularly review your accounts and financial strategies, making updates as your circumstances or priorities change, to keep your plan aligned with your financial path.
Take the First Step
Our process is designed to bring clarity and structure to your financial decisions. Contact us today to learn how we can help you move forward with confidence.
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.
Brett Friedman, CFP®
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...
Brad Hoffman, CPA
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...
