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Wealth Management

Rather than defining Wealth Management, we will instead list the qualities we believe a financial services firm that specializes in wealth management should have.

To successfully advise and guide individuals, corporations, non-profits, trusts and other entities, a financial services firm should be:

  1. Fiercely independent and not beholden to a specific product, method of research or compensation structure
  2. Knowledgeable in tax and legal issues*, investments, accumulation and distribution planning
  3. Capable of formulating strategic recommendations after obtaining extensive information regarding tolerance for risk, individual and potential family issues with wealth, and understand the complexities of the market place
  4. Committed to staying in contact with clients on a regularly scheduled basis
  5. Able to customize and adjust action plans as circumstances change over time

DSI Wealth Management

We believe our firm has all of these qualities and uses them to help guide our firm, our clients and future generations toward achieving financial success.

*DSI Wealth Management and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Services

  • Retirement Planning
  • Wealth Management
  • Financial Coaching

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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Chad Beck and Joe Rubinstein are Registered Representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Chad Beck | California | 1000 Lakes Drive, Suite 420, West Covina, CA 91790 | CA Insurance Lic. # 0G06032. 

Joseph Rubinstein | California | 1000 Lakes Drive, Suite 420, West Covina, CA 91790 | CA Insurance Lic. # 0A68771. 

The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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