DCG Wealth Management Group

10 N Martingale Rd

Schaumburg IL 60173

(847) 605.4425

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Welcome

At DCG Wealth Management Group, we believe strong financial relationships are built on trust, teamwork, and open communication. Our advisors and client associates work together to deliver personalized financial guidance, supported by the global resources of Merrill. Our goal is to be your go-to team for proactive advice and support through every stage of life.
We’re proud to have been recognized as a Forbes “Best-in-State Wealth Management Team” for 2025–2026 (Published annually in January. Rankings based on data as of March 31 of the prior year.), reflecting our commitment to client-focused service and results. Our team also includes advisors with the CERTIFIED FINANCIAL PLANNER®, CFP® certification, bringing added proficiency in financial planning and wealth management.
We work with retirees, families, business owners, and professionals, providing guidance on retirement planning, investment management, wealth preservation, and tax-efficient strategies. We also offer personalized, comprehensive portfolio planning tailored to your goals.
While we proudly serve clients locally in Schaumburg, Palatine, Elk Grove Village, Arlington Heights, and surrounding communities, we also support clients across the country with the same high level of personalized service.
Our mission is to help you feel confident, organized, and in control of your financial future through comprehensive wealth management, customized planning, and ongoing guidance—today and for years to come.

Recognition

Scott Dahl

Senior Vice President, Wealth Management Advisor

Forbes "Best-in-State Wealth Advisors", 2026

(Published on April 7, 2026. Rankings based on data as of June 30, 2025.)

Forbes "Best-in-State Wealth Management Teams", 2026

(Published on January 7, 2026. Rankings based on data as of March 31, 2025.)

Forbes "Best-in-State Wealth Advisors", 2026

(Published on April 7, 2026. Rankings based on data as of June 30, 2025.)

Forbes "Best-in-State Wealth Management Teams", 2026

(Published on January 7, 2026. Rankings based on data as of March 31, 2025.)

Show more recognition

Scott Dahl

Senior Vice President, Wealth Management Advisor

Forbes "Best-in-State Wealth Advisors", 2026

(Published on April 7, 2026. Rankings based on data as of June 30, 2025.)

Forbes "Best-in-State Wealth Management Teams", 2026

(Published on January 7, 2026. Rankings based on data as of March 31, 2025.)

Forbes "Best-in-State Wealth Advisors", 2026

(Published on April 7, 2026. Rankings based on data as of June 30, 2025.)

Forbes "Best-in-State Wealth Management Teams", 2026

(Published on January 7, 2026. Rankings based on data as of March 31, 2025.)

Benjamin Gottlieb

Senior Vice President, Senior Financial Advisor

Financial Times "Top 401 Retirement Plan Advisers", 2020

(Published on October 22, 2020. Rankings based on data as of Dec 31, 2019.)

Forbes "Best-in-State Wealth Advisors", 2023, 2026

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Show More Recognitions

Financial Times "Top 401 Retirement Plan Advisers", 2020

(Published on October 22, 2020. Rankings based on data as of Dec 31, 2019.)

Forbes "Best-in-State Wealth Advisors", 2023, 2026

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2025-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

DCG Wealth Management Group

Forbes "Best-in-State Wealth Management Teams", 2025-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Click here to learn more about advisor recognitions

About Us

Our Philosophy

We believe effective wealth management begins with a deep understanding of your goals, priorities, and long-term vision. Every strategy we develop is gorunded in thoughtful dialogue and commitment to addressiung the complexities of your financial life.

We specialize in guiding high-net-worth individuals, business owners, and institutions through pivotal decisions -- whether planning for retirement, managing 401(k) plans, or navigating business transitions.

Through a disciplined and integrated approach, we design strategies to help manage, grow, and preserve wealth across generations. Leveraging the capabilities of Merrill and Bank of America, we deliver a seamless experience tailored to your evolving needs. Our objective is simple: to provide clarity, structure, and strategic insight needed for you to move forward with confidence.

Our Approach

Our approach is defined by precision, not process. We don't rely on templated strategies or one\-size\-fits\-all solutions \-\- instead, we build highly customized frameworks designed around the unique complexities of your financial life. We work with a select group of high\-net\-worth individuals, business owners, and institutions who require more than traditional investment management. Whether structuring retirement outcomes, adivsiing on business transitions, or designing and overseeing corporate and institutional retirement plans, our work is deliberate, strategic, and deeply integrated. Every recommendation is informed by a comprehensive understanding of your objectives, risk considerations, and long\-term vision \-\- ensuring your strategy is both resilient and aligned with what matters most. As your circumstances evolve, so does our guidance. We proactively refine your strategy to preserve, grow, and position your wealth for enduring sucess.

Our Capabilities

We deliver a highly coordinated wealth management experience built to address complexity with clarity \-\- bringing together sophisticated investment capabilities, advanced planning strategies, and comprehensive banking and lending solutions into a seamless, integrated framework. We structure portfolios using institutional\-quality research and a broad range of tradtional and alternative investments. Our planning capablities extend acrsoss every dimension of wealth, including retirement structuring, liquidty events, and business succession. For business owners and institutions, we design and oversee corproate retirement plans and 401(k) strategiews with a focus on efficiency, service, and fiduciary oversight. Clients benefit from specialized services such as trust and estate planning, fiduciary administration, and customized lending strategies that help ensure wealth is preserved, strcutured, and transferred according to your long\-term intent. Supported by a team that included three CERTIFIED FINANCIAL PLANNER® professionals, we bring a disciplined, planning\-first approach to every relationship \-\- delivering clarifty, structure, and sophisticated guidance across your entire financial life.

Our Focus

Meaningful planning extends beyond investments—it requires a comprehensive understanding of the financial decisions that shape your life, your business, and your legacy. We work with you to define and prioritize these areas, ensuring every aspect is aligned within a cohesive, long\-term strategy. * **Health** – Planning for complex healthcare needs and long\-term care considerations * **Home \& Real Assets** – Structuring primary, secondary, and investment real estate holdings * **Family \& Legacy** – Preparing the next generation and structuring multigenerational wealth transfer * **Leisure** – Aligning wealth with lifestyle, travel, and personal pursuits * **Giving** – Designing strategic philanthropic and charitable initiatives * **Business \& Work** – Advising on ownership, liquidity events, succession planning, and retirement transitions * **Financial Integration** – Coordinating investments, liquidity, risk management, and tax\-aware strategies into a unified plan We measure success not by short\-term results, but by the consistent progress made toward your long\-term objectives—adapting with discipline as your circumstances evolve and new opportunities arise. This material is intended for general informational purposes only and is not intended to provide specific legal, tax, healthcare, or Social Security advice. Please consult your professional advisors regarding your individual circumstances.

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Meet Our Team

Scott Dahl,

CEPA®, CFP®, CRPC™

Senior Vice President, Wealth Management Advisor

847.605.4427

Benjamin Gottlieb,

C(k)P^®, CPFA^®

Senior Vice President, Senior Financial Advisor

847.605.4442

Robert Churchill,

CPFA®, CRPC™, CRPS™

First Vice President, Senior Financial Advisor

847.605.4435

Zenichiro Isoda,

CPFA®

Vice President, Senior Financial Advisor

847.605.4392

Nathan Elby,

CFP®, CRPC™

Financial Advisor

847.605.4434

Brendan Haggard,

AAMS™, CFP®, CPFA®, CRPC™

Financial Advisor

708.966.5560

Jennifer Bergin

Senior Wealth Planner

847.605.4430

Molly L. Scott

Officer, Wealth Management Client Associate

847.605.4425

Patricia J Ciebien

Assistant Vice President, Wealth Management Associate

847.605.4436

Suzann E Schroeder

Registered Senior Wealth Management Client Associate

847.605.4391

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.