DCG Wealth Management Group believes that good client relationships are built through teamwork and client involvement, delivered through our advisors, client associates and access to the global resources of Merrill. Our goal is to be your primary source for financial advice and guidance. We want you to value the dedication and diligence we provide at each step of the wealth management process.
Our mission as comprehensive wealth managers is to have a positive impact on the lives of our clients by helping them achieve their goals and obtain confidence over their finances. We will do this by providing holistic wealth management tailored to the specific needs of each client, based on their goals and values. We seek to impact lives through quality financial advice and aspire to be meaningful partners in our client’s lives and the communities around us.
DCG Wealth Management Group believes that good client relationships are built through teamwork and client involvement, delivered through our advisors, client associates and access to the global resources of Merrill. Our goal is to be your primary source for financial advice and guidance. We want you to value the dedication and diligence we provide at each step of the wealth management process.Our mission as comprehensive wealth managers is to have a positive impact on the lives of our clients by helping them achieve their goals and obtain confidence over their finances. We will do this by providing holistic wealth management tailored to the specific needs of each client, based on their goals and values. We seek to impact lives through quality financial advice and aspire to be meaningful partners in our client's lives and the communities around us.
CEPA®, CFP®, CRPC™
CPFA®, CRPC™, CRPS™
C(k)P®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.