Strategic Resources
Professional Partners
At DSI Wealth Management we've learned through the years that each client is unique, yet many have similar challenges in their lives. Here is a useful list of professionals who share our passion for serving high-net worth individuals and their families.
Accounting and Business Consulting
Bernard A. Bernstein, CPA
Bernie's firm offers complete accounting, bookkeeping and advisory services to professionals and small business owners.
Bernstein & Rathman, Inc.
740 North Garey Avenue
Pomona,
CA 91767-4614
(909) 469-5872
You are under no obligation to use the services of any of the third-party entities shown, and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial or DSI Wealth Management.
