Voorhees Office

9 Edelweiss Lane

Voorhees, NJ 08043

Philadelphia Office

1425 Locust Street, Unit 4E

Philadelphia, PA 19102

Menu of Services

$750,000 < $1MM

  • Goal Driven Investing
  • 2-4 meetings, you choose*
  • Semi-Annual Stress Test of goals
  • Financial Concierge Service
  • $0 trades
  • All-Inclusive Cost 1.10%⁺

$1MM < $2.5MM

  • Goal Driven Investing
  • 4-6 meetings, you choose**
  • Quarterly Stress Test of goals
  • Financial Concierge Service
  • $0 trades
  • All-Inclusive Cost 1.00%⁺

$2.5MM < $4MM

  • Goal Driven Investing
  • 4-6 meetings, you choose**
  • Quarterly Stress Test of goals
  • Financial Concierge Service
  • $0 trades
  • All-Inclusive Cost .90%⁺

$4MM < $6MM

  • Goal Driven Investing
  • 4-6 meetings, you choose**
  • Bi-Monthly Stress Test of goals
  • Financial Concierge Service
  • $0 trades
  • All-Inclusive Cost .80%⁺

Loyalty Discount

◦ 5 years with DSG Wealth Management .05% reduction in fee
◦ 10 years with DSG Wealth Management .10% reduction in fee

*2 in the location of client's choice & 2 in the office
**4 in the location of client's choice & 2 in the office
+Excludes internal investment expense ratio
If air travel is involved, 2 face to face meetings per year

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

david@dsgwealthmanagement.com | (215) 607-6271