Fee Only Portfolio Management

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:

  1. Diversify between all asset classes
  2. Globally Invest
  3. 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.