Wealth Management: A professional service which is the combination of financial/investment advice, accounting/tax services, and legal/estate planning for one fee. (Source: Investopedia)
When it comes to creating a sound financial roadmap for the future, why settle for anything less than the best advice and totally personal service? At DMI Global LP, you get advice from a team of professionals, each with expertise in a different specialty. While your relationship with our firm is watched over by one of our principals, you benefit from the collective knowledge of our entire team of professionals. You get expert advice from a specialist and a personal relationship with someone you can depend on.
DMI Global LP is unique among financial service firms in the way we practice. The principals partnered because they shared a common vision: to practice independently, free of the conflicts of interest often present at large Wall Street firms; to practice as fiduciaries responsible for protecting their clients' best interests and not as traditional stockbrokers; and to provide clients with a total solution - comprehensive advice about estate planning, tax management, financial planning, and retirement as well as investing.