Our services

Goal Driven Investing


Aggressive, Moderate, conservative, what do these adjectives have to do with your goals??

Unlike our competitors, we here at DSG Wealth Management handcraft each client portfolio specifically to help you pursue your financial goals while mitigating as much risk as possible.

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Financial Concierge


Should I buy my car or lease? Should I pay cash for my vacation home or take out a small mortgage? Should I cash out my 401k or is it best to stay invested?
At DSG Wealth Management we are your financial concierge. If there’s a dollar sign in front of your question, we have an answer for you.

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Our Team

David began his professional career in the mortgage industry after graduating from Ithaca College in 2001.
He spent multiple years learning the mortgage market before deciding he wanted to help his clients on the other side of their balance sheet.

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