Philadelphia Office

1425 Locust Street, Unit 4E

Philadelphia, PA 19102

Florida Office

55 SE 2nd Avenue

Delray Beach, FL 33444


How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Aisha Kamanu-Vicente

Client Relationship Manager

(484) 658-3700

Aisha is the Client Relationship Manager for DSG Wealth Management. She earned her Associate of Applied Science degree in Business Management from Reading Area Community College. With a background in both customer service and...

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Arianna Perez

Client Relationship Manager

(610) 628-3992

Arianna Perez is a Client Relationship Manager for DSG Wealth Management. Her responsibilities include assisting David with daily client relationship support, executing account opening and maintenance, and scheduling client meetings...
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David Gordon

Wealth 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...

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Terri Dowling

Client Relationship Manager

(484) 509-0925

Theresa Dowling, or Terri, as she is known to her colleagues and friends, is a Client Relationship Manager for DSG Wealth Management. Terri assists David with daily operations including processing account paperwork, answering client...
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