Broker Check

Our Services

At DSB Wealth Management we provide experienced assistance in the following areas:

Asset Management

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

Retirement Planning

  • Life Insurance
  • IRA/Roth IRA’s
  • Strategic Income Plans
  • Individual and Jointly Owned Investment Accounts
  • Investment Account Reviews

Business Owners

  • Key Person Insurance
  • Retirement Plans:
    • SEP and SIMPLE IRA’s
    • 401k and Defined Benefit
  • Succession Planning

Women in Transition

  • Identify and Prioritize Goals
  • Social Security and Insurance Strategies
  • Strategic Income Plans
  • Organize and Consolidate Accounts
  • QDRO Distributions