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Professional Partners

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. Each is dedicated to the highest level of customer service. 

Accounting and Business Consulting

Bernard A. Bernstein, CPA

Bernie's firm offers complete accounting, bookkeeping and advisory services to professionals and small business owners. He has an extensive background in small business financial management and advising owners on the best strategies to insure success.

Bernstein & Rathman, Inc.
740 North Garey Avenue
Pomona,
CA 91767-4614
(909) 469-5872

Legal Services

Tiffany D. Cardoza, J.D.

Tiffany provides legal advice to small business owners and professionals.  Her services include legal advice, document review, document drafting, real estate transactions and other legal matters that face successful individuals and organizations.

Tiffany D. Cardoza, J.D.
9431 Haven Avenue, Suite 114 Rancho Cucamonga, CA 91730
(909) 484-1355
TCardoza@Tiffany Cardoza.com
www.TCardoza.com

Estate Planning

Tax and Financial Group

T&FG provides complete estate planning services to the public and to the clients of financial and investment advisors.  With over 100 employees their staff includes CFPs, Attorneys, CPAs insurance and estate planning experts.

Tax & Financial group
4001 MacArthur Blvd., 3rd Floor
Newport beach, CA 92660
(949) 223-8100 (800) 373-2177 (Toll Free) 

*H. Beck, Inc. is not affiliated with, nor endorses, any of the individuals or entities listed above

Resources

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  • Professional Partners

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 626 919-3456
Fax: 626 919-6127
Toll Free: 800 365-7749

Email: dsiwm.info@divsecs.com 

1000 Lakes Dr. #420 , West Covina, California 91790

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Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. DSI Wealth Management Group Inc., is not affiliated with Grove Point Financial, LLC or its subsidiaries. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed. Click here to view Form CRS. The financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. California Insurance License Number: 0A68771

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