DL Wealth Management Group

DL Wealth Management Group provides ongoing portfolio management to individuals, high‑net‑worth clients, and pension or profit‑sharing plans. Services include creating tailored Investment Policy Statements, asset allocation and selection, and implementation across mutual funds, ETFs, fixed income, equities, annuities, hedge funds and private placements.

The firm’s investment process combines fundamental analysis, modern portfolio theory, quantitative and technical methods and employs both long‑term and short‑term trading to construct portfolios that reflect documented risk tolerances. DLWMG conducts quarterly reviews, tailors client programs to individual goals, and may refer portions of client assets to third‑party managers (for example, SEI Private Trust Co.), with clients paying both the firm’s advisory fee and any third‑party fees.

Distinctive features disclosed in the brochure include the principal’s licensed insurance and real estate broker/dealer activities and the firm’s occasional sale or recommendation of commissionable insurance and real estate products, which the firm identifies as potential conflicts of interest. The brochure also reports no assets under management as of March 2025 and notes additional outside business roles held by firm personnel, which can affect how services are delivered and how fees or commissions may be layered when third‑party managers are used.