DG provides comprehensive fee-only financial planning and asset management services to individuals, closely held businesses, trusts, private foundations, and endowments.
Our firm is deeply committed to understanding and fulfilling our client’s needs, and DG assists clients in developing a self-sustaining financial process. Our services are customized to outline specific goals unique to each client, and design the paramount plan to achieve them. This process allows us to establish benchmarks and evaluate the progress of the plan over the long-term.
We use a fundamentals-based, conservative approach to develop globally diversified portfolios that are customized based on each client’s individual investment objectives. We allocate and diversify each client’s assets among various asset classes and individual investments, using a range of securities, including: individual equities and bonds, as well as passive and actively-managed, no-load mutual funds, closed-end funds, REITs and ETFs. We also offer access to alternative investments to interested and qualifying investors.