Our seasoned approach provides you and your family with the confidence that you have a strong foundation for tomorrow and a team of dedicated professionals to assist you with your current and future needs.
Our Approach
Planning for the future requires diligence, knowledgeable perspective and an understanding of both your current needs and long-term objectives. From business and tax consultation, to planning for retirement and transitioning wealth to the next generation, to family office services, we work with you to develop a plan that outlines your goals and helps position you to protect and grow your legacy.
Our Services
Investment Management
We are data driven investors. We have spent years and thousands of hours refining a quantitative approach to investing that can be customized for each client's particular goals.
Financial Planning
By continuously updating client balance sheets and cash flows, we ensure that each client is on target to achieve their financial goals.
Tax Services
Let’s face it, taxes are more complicated than ever. We take the stress out of tax season by thoughtful tax planning throughout the year and consult with your preparer to ensure your return is complete, thereby minimizing your tax burden.
Estate Planning & Administration
Estate planning can be a daunting task that people put off because of complicated laws and the personal turmoil that can accompany it. We work with clients and their attorneys to ensure their personal and financial goals will be accomplished in a straightforward manner. DSG helps achieve balance between family plans and tax mitigation. After a client passes away, we are here to help manage and guide loved ones through the estate administration process.
Family Office Services
If you have considered setting up your own family office, but are not convinced you have the time or inclination to devote to managing a family office we can help. We are able to use our experience allowing you to focus on the legacy you wish to build, freeing you from the burdens of day-to-day tasks and decision making.
Business Valuations & Consulting
Whether you are contemplating selling your business to a third party or employees, we have a process that helps you prepare for the future, whatever that may hold. We work with business owner’s each step of the way to coordinate the legal, tax and financial aspects of selling a business.
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