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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

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

*Tax and legal services are not offered through H. Beck, Inc.

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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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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