Our Approach
We create strategies that are tailored to your needs and goals.
Goal Driven Investing
Aggressive, moderate, conservative – what do these adjectives have to do with your goals?
Financial Concierge
Should I buy my car or lease? Should I pay cash for my vacation home or take out a small mortgage?
Who We Are
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.
LPL Financial Freedom Club Member
David Gordon has been named one of LPL Financial's 2021 Freedom Club members. LPL awards select advisors, out the more than 15,000 LPL-affiliated advisors nationwide, with this distinction based on an advisor’s business success. David's success is the direct result of the hard work he puts in every day to make a meaningful impact in the lives of his clients. David's success throughout 2020 is a testament to the strength of both his business and his relationships with his clients.
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.