Advisor at DCG Wealth Management
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Firm
DCG Wealth Management
Location
Estes Park, CO
Credentials
CFP®, EA
Industry experience
12 years
DeeDee Baze, CFP®, EA Managing Parter, Lead Planner, Enrolled Agent.
DeeDee taught middle school math in the public schools for fifteen years before entering the financial services industry in 2007. Her family is her number one focus in life, closely followed by her love of numbers and people.
She opened her own firm in 2020 so she could focus on helping others transition into retirement. She experienced all the emotions of retirement when her husband retired in 2015 from a 30-year career. It was intense. But her experience allowed her to truly understand the fears pre-retirees have. In 2025 she merged with a larger consulting company and is the managing partner of the wealth management department.
In addition to spending time with her family, she loves the outdoors, her dog, as well as a good romance novel once in a while.
1.00%
$10,000
$300
$250
No minimum investment 1% Advisory fee on first 1MM. After 1MM you can lock in your advisory fee to a flat fee based on deposit amount. Minimum $10,000. Initial Financial Plans & Follow Up packages range from $3300-$6000. Subscription Fees available as well for clients with no investments held with the firm.
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2015 - 2020 (5 years)
Cuso financial services
2015 - 2020 (5 years)
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