The DJS Wealth Group
The DJS Wealth Management Group
You earned it. Let us help you protect it.
What We Do
You have worked hard for what you have. You are comfortable and at a point in life when you have time to think more about the future and what to do with what you have earned. Our goal is to help you plan for that future and to assist you in making that plan into a reality.
Our service is part financial planner, part coach, and perhaps most important, part psychologist. We help you avoid the pitfalls that often impact so many investors on the road to retirement or life's other big events (a child's education, a wedding).
Let us help. Let us be your guide.
Our Team
Our team consists only of advisors who have received the Chartered Financial Analyst (CFA) designation. These individuals are held to the highest fiduciary standards. Our advisors are required at all times to put their clients' interests first and can be stripped of the designation for failing to act in the best interests of their clients. You.
Read More
We encourage you to read more about the rigorous testing and licensing requirements for receiving the CFA designation as well as the initial and on-going training involved in the program. We believe holding all of our advisors to this standard results in a strong alignment of interests between our advisors and their respective clients.
How We Help
- Designing Individual Financial Plans
- Hourly Fee Investment Analysis and Assessments
- Providing Investment Education
- Evaluating Company Sponsored Retirement Plans (401k, 403b, Pensions)
- Evaluating Educational Savings Account Options (529 Plans, UGMAs, UTMAs)
- Assessing Investment Platforms and Options
- Institutional Investment Consulting for Endowments, Foundations, and Small Businesses (retirement plan design and setup, investment policy statement development, investment due diligence and selection)