Our Story

Driven for quality of life, we love what we do and revel in helping our clients achieve the art of financial happiness.

Our Process

Whether it be saving for your children’s future, securing your own, building your legacy or ensuring your investments are aligned with your principles, we take on your goals as our own.

Our clients range from young families that require financial planning to finance their retirement and children's educational goals, to established executives, entrepreneurs, and retirees.  But whatever your financial and lifestyle situation may be, our clients desire peace of mind and clearly defined plans. We work as your personal CFO to help you through every step of this process to define your personal lifestyle solutions.

Our process for anyone recommended to us includes:

  • Providing introductory information about our firm.
  • Discussing our approach to Asset Class Investing and Financial Lifestyle Planning.
  • Mutually determining if our investment philosophy is in line with meeting your needs and financial lifestyle objectives.

We are committed to a core strategic advisory relationship for the mutual benefit of DFS and the Clients we serve and key factors for determining if there is a fit include…

Key Investment Factors Required for Success:

  • Disciplined Strategy
  • Diversification
  • Value Added Management
  • Efficient Portfolio(s)

Key Relationship Factors Required for Success:

  • Mutual Trust Disclosure
  • Honesty and Respect
  • Sincerity and Commitment
  • Consistency and Congruency

If we agree there is mutual benefit and fit, our life wealth planning process would then be to:

  • Determine Reasonable Lifestyle Goals and Financial Objectives
  • Determine and Customize Asset Allocation Strategy
    • Identify Investment Objectives
    • Identify Investment Methodology Policy
  • Determine Investment Style
  • Identify Asset Classes
  • Build Asset Class Portfolio
  • Diversify Among Asset Classes and Styles
  • Recommend Institutional Funds
  • Select Style Specific Managers
  • Monitor and Reallocate
  • Report Results and Evaluate Objectives
    • Statements
    • Performance Reporting
    • Evaluation Process
    • Dedicated Relationship


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