Advisor at DKM Wealth Management, Inc.
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Firm
DKM Wealth Management, Inc.
Location
Stockton, CA 95219
Credentials
CFP®, PFS™
Industry experience
28 years
Taylor Welz is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 28 years of industry experience. He is currently with DKM Wealth Management, Inc., where he has worked since 2022. His prior experience includes roles at LG Asset Management, Litman Gregory Asset Management, and running Welz Financial Services, Inc. for over a decade. DKM Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm uses a discovery process to tailor portfolios based on clients’ investment objectives, risk tolerance, tax considerations, and liquidity needs, employing fundamental analysis and a mix of long- and short-term strategies with ongoing monitoring and rebalancing.
Based on DKM Wealth Management, Inc.
Financial consulting services annual fixed fee up to $15,000, typically billed quarterly in arrears; negotiable depending on scope and client circumstances.
$0 - $2,000,000: 1.00% annually $2,000,000+: 0.50% annually
10100 Trinity Parkway, Suite 450
Stockton, CA 95219
California · Texas
DKM Wealth Management, Inc.
2022 - Present (4 years)
LG Asset Management
2019 - 2022 (3 years)
Litman Gregory Asset Management, LLC
2019 - 2022 (3 years)
Welz Financial Services, Inc.
2007 - 2018 (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Aspire Advisory Services
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