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Asset Management

You’ve accumulated the assets you have now over many years from working hard and saving diligently. The thought of exhausting your assets in your golden years can be very stressful when it should be a time to enjoy things that matter like friends and family. Let DSB Wealth Management analyze your holdings and craft a plan to have those assets work for you. Our carefully constructed portfolios and income planning tools can give you the confidence that your invested assets are following a plan that fits your specific goals by using the following services:

  • Investment Management
  • Asset Allocation
  • Strategic Income Plans
  • Long Term Care Insurance
  • 529 College Savings Plans
  • Estate Planning
  • Charitable Giving