A complete list of active advisors currently associated with DG Wealth
Warmer can help you find a great advisor at DG Wealth or one who fits your needs even better.
DG Wealth LLC is a state-registered investment adviser that serves individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth management, comprehensive financial planning (including business, insurance, long-term care, retirement, and philanthropic planning), and both discretionary and non-discretionary investment management for client portfolios. The firm’s investment approach begins with a financial planning foundation and is tailored to each client’s objectives, risk tolerance, and time horizon; recommended investments may include mutual funds, ETFs, and individual debt and equity securities, and the firm advises on assets held in insurance products and employer-sponsored plans. DG Wealth also provides retirement-plan services to plan sponsors and discloses that it will act as an ERISA fiduciary for certain engagements, including participant education as part of those services. Distinctive features noted in the brochure include that several supervised persons are licensed insurance agents who offer commissionable insurance products, a relationship the firm discloses as a potential conflict of interest, and that the firm provides participant education and seminars for plan clients — services that are relatively uncommon among peers. The brochure also indicates DG Wealth is a small, recently established adviser (reporting $1.7 million in discretionary assets under management as of December 31, 2023), a structure that may influence its service model, fee negotiation practices, and level of customization.
To learn more about the advisors currently working at DG Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Venice, FL
| 2
| |
Venice, FL
| —
| |
Venice, FL
| 29
|
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