The DMG Experience

Clients who work with us care first and foremost about their families. They don’t want their wealth to be a destructive force in their heirs’ lives. They want it to enhance their children’s lives and empower them to be the best they can be. They understand that limiting the planning focus to financial, tax, legal, and business strategies is really putting the cart before the horse because wealth without purpose is one of the greatest enemies their family could ever face. They want advisors who also understand and embrace that important truth; advisors who will help them identify their most deeply desired outcomes around wealth and their family.