At DS Wealth Advisors, we have a philosophy of figuring out if your life goals and achievements are matching up with your current savings and investment strategies. We will guide you in a realistic process that will strive toward your personal goals.
Our basic general premises of investing:
- Diversify between all asset classes
- Globally Invest
- Rebalance, Rebalance and Rebalance
Our system is based on a management fee, not commissions. A management fee tends to remove the biases of commission-based accounts.
Give us a call for a no-cost 30-minute discussion of your current portfolio.
