Formed in 1989, DSG helps firms develop products and implement strategies that integrate wealth, health, and care for the benefit of their clients. Firms benefit from our Principals’ decades of financial services experience including senior management positions in banking, trust, insurance, securities distribution, and investment management companies. Where appropriate, we call on our extensive network of seasoned professionals in the financial, medical and care industries to optimally meet each client’s specific needs.
We believe the ability to integrate wealth and health is a key determinant to reach, attract and retain clients successfully and sustainably. A legacy can be emotional as well as financial, and the two are tightly intertwined. Clients know that without health and care, wealth is moot – and the most valuable advice acknowledges that.
Wealth increases the capacity to achieve goals, and health increases the time and capability to achieve them – and the most valuable advice integrates both. We bring experience in, and understanding of, the challenge of managing both.