Check out David Gordon being interviewed on Neil Cavuto’s Coast-to-Coast on Fox Business!
DSG Wealth Management was founded in 2016 by David S. Gordon to accommodate the growing needs of clients in retirement. David started his career in 2004 at Morgan Stanley as a financial advisor. The investment experience he received through Morgan Stanly was priceless, however, he felt there was room for improvement when it came to clients. David wanted to be a partner and confidant as his clients saved and worked their way toward retirement. He left Morgan Stanley in 2006 and formed an independent branch of Wachovia Securities Financial Network. During the Financial Crisis of 2009, with Wachovia’s uncertain future, he opened an Ameriprise Franchise. After seven years at Ameriprise David felt through greater independence he could improve the overall experience for clients. In 2016 he partnered with the registered investment advisor, Good Life Advisors and DSG Wealth Management was born.
Since the creation of DSG Wealth Management, Denise Schnader has joined the team as his executive assistant. She offers world class service to our clients. At DSG Wealth Management we aim to become lifetime partners with our clients, assisting them as they transition from their working years to their retirement years.
- David GordonWealth AdvisorDavid GordonWealth Advisor
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.
In 2004 David became a Financial Advisor with Morgan Stanley. He excelled through their training program and after two years at the firm, he decided it was time to break out on his own. In 2006 he opened up a Wachovia Securities franchise office in NJ. Taking an independent approach allowed David to flourish in creating his vision of goal-driven investing. Rather than a one size fits all model, David hand crafts each portfolio to fit his clients goals and objectives.
While David enjoyed working with Wachovia Securities, the bank got itself in trouble with poorly underwritten mortgages during the housing crisis in 2008. In 2009, David decided to leave Wachovia to shield his clients from potential collateral damage that could result in the bank’s failure. Rather than go to another big Brokerage firm that pushed proprietary products, David decided to join independent broker dealer, Ameriprise Financial, in 2009. As a Financial Advisor/Franchise Owner, David spent more than 7 years fine-tuning his business and concentrating on the clientele he worked with. This concentration allowed him to ensure the white glove service he insisted his clients become accustom to.
After over 12 years in the investment management business, David decided it was time to break away from the "mainstream" broker dealer and have full autonomy by affiliating with a RIA. In 2016, David started DSG Wealth Management, an independent and professional investment management firm. By becoming an independent Financial Advisor, David gained the ability to continue to offer his clients both world class service and investment advice without big company influence. David strives to put his clients’ interests first. He looks at himself as the shield between them and the big Wall Street product-driven culture.
Through DSG Wealth management, David will continue to work with high net worth families, assisting with their financial goals. He personally builds every portfolio with the goal of achieving client objectives while mitigating unnecessary risk.
- Denise SchnaderExecutive AssistantDenise SchnaderExecutive Assistant
Denise is the Executive Assistant for DSG Wealth Management. She is responsible for all ensuring that account opening, money movement, and account service requests are handled in a timely and efficient manner. Denise is passionate about ensuring that our clients receive top notch service from their advisor.
Prior to joining Good Life, she worked for a large investment firm in Berwyn, Pennsylvania for more than 20 years. In that role, she was exclusively tasked with opening all accounts, processing all paperwork, organizing a large number of advisors who were associated with the firm, and keeping all three branches of AFG organized and compliant.
In her spare time, Denise enjoys spending time with family and friends. She and her husband Ken enjoy traveling.