Halfmoon, NY Office

DST Wealth Management provides advisory services to individual and high‑net‑worth clients, including trusts, estates and retirement accounts, offering portfolio management, selection of third‑party managers, and access to alternative private investments such as investments tied to privately held mining entities and Deferred Sales Trust structures. The firm also facilitates estate and tax‑planning services through its participation in an estate‑planning referral network and works with clients to gather financial information to select suitable third‑party managers.

The firm’s investment process is driven by individualized allocations based on each client’s financial situation, risk tolerance and investment objectives, employing fundamental, cyclical and technical analysis as well as model portfolios; clients may impose reasonable restrictions on holdings. Nearly all of the firm’s reported assets (about $532 million) are managed on a non‑discretionary basis, and the firm notes it may employ strategies including options, margin and short sales where appropriate.

Distinctive aspects disclosed in the brochure include advisers who, in their separate capacities, may be registered representatives of broker‑dealers or licensed insurance agents and who may recommend or sell other financial products and private placements, including investments in entities managed or owned by firm‑affiliated persons. The firm also discloses relationships that resemble fund‑sponsorship or syndication and that it shares advisory compensation from third‑party managers, all of which are identified as potential conflicts of interest for clients to consider.