DCG Wealth Management

DCG Wealth Management serves a small, primarily individual client base including both non‑high‑net‑worth and high‑net‑worth households, providing discretionary investment management through outside managers as well as project‑based and ongoing comprehensive financial planning. The firm offers a structured set of financial planning packages alongside single‑engagement planning and educational workshops for organizations and the public.

For investment implementation the firm typically recommends and monitors outside managers and may use Betterment for Advisors as a platform, while its investment analysis combines fundamental and technical methods underpinned by Modern Portfolio Theory and a mix of passive and active strategies. Clients receive periodic reviews (quarterly for managed accounts and at least annually for planning), and may impose reasonable restrictions on holdings, including limits for custom stock portfolios.

The firm is affiliated with DeMar Consulting Group and DCG Tax LLC, and integrates educational seminars and tax preparation/tax‑planning services via those affiliates — arrangements the brochure discloses as potential conflicts that clients are not required to accept. The firm’s principal holds CFP® and Enrolled Agent credentials, and the combination of owner‑operated advisory work, packaged planning options that may include personal tax preparation, and use of a robo‑advisor/outside‑manager platform are notable features relative to many independent peers.