Welcome

We serve select individuals, families, foundations and endowments, business owners as well as their pension and retirement plans. For these clients we address 10 solutions specifically designed for comprehensive wealth care success. Through this systematic approach we help you attain financial peace of mind by creating tax advantaged wealth creation, preservation and distribution strategies. As CPA's we are able to offer wide ranging client specific wealth management solutions. 

The unpredictability and volatility of the capital markets in recent months has elicited fear in the minds of many investors. As the markets plummeted to a new bottom on March 9, 2009, we all felt fear—fear of the loss of our savings, fear for the promises that we may not be able to keep and fear of the unknown. Fear is a natural, protective response and is experienced when we realize that danger is imminent. When we feel fear, we react with one of two actions: fight or flight. If we choose to fight, we reexamine the situation, rebalance, recalibrate our tolerance for volatility or take other actions to combat the current circumstances. If we choose flight, we get out of the stock market or take another action to remove ourselves from the situation.

As the Dow Jones Industrial Average has increased 57 percent and the Standard & Poor's 500 Index has grown 62 percent since March,* your feelings of fear likely have been replaced with anxiety. The improvements in the market are good, but the unemployment rate was announced to be at 10.2 percent in October, which is the highest it’s been in 26 years.** While this feeling of anxiety is a normal response to uncertainty, the problem with anxiety is that we don’t know how to respond. There is no typical fight-or-flight reaction. Those who got out of the market are unsure whether or not to get back into it, and those standing on the sidelines with additional funds are tempted but afraid to invest them. Many investors want to avoid missing out on returns; however, they are uneasy about returning to the market only to find that the recent upswing was merely a fluke and not an indicator of true growth. You might find yourself or someone you know at one end of this spectrum or somewhere in the middle.

Despite this feeling of anxiety and the feelings of fear that you had when the markets declined earlier this year, one thing is certain: You are not alone. Let us help you. If you know someone who is feeling anxiety about the markets right now, introduce them to us. We can help alleviate the anxiety and the stressors that go along with these feelings so that they can enjoy this upcoming holiday season and the new year. Call us today at 858.752.1726, and we’ll set up an action plan that will help to remove some of the anxiety in you and your loved one’s lives.

How can we help

As we begin to look ahead, remember what’s important to you. Despite all that has happened over the last 12 months or so, has your reason for investing changed?

You have unique goals and aspirations, and your financial portfolio should parallel those objectives. We’ve seen once again that staying invested can help you reach your financial goals over time. We are here to help you make and keep the important promises in your life.

Live Your Dreams

Many people share similar dreams and financial goals: retiring with dignity, educating children, protecting loved ones, and helping others. Wealth management can help you turn these dreams into reality. You can count on DG Private Wealth Management for trusted advice, personalized attention and customized solutions.

Call us today or contact us online and let us help you plan to live your dreams.

Call 858.752.1726

 

*As of November 20, 2009. Source: The Associated Press “ALL BUSINESS: Can the stock market rally

last?” Past performance is no guarantee of future results.

**Source: U.S. Department of Labor Bureau of Labor Statistics

http://www.bls.gov/news.relea se/pdf/empsit.pdf

What is Method 10^TM

No matter what you think about when it comes to wealth and investment management and planning Method 10 Elements have them covered, here is a list of key elements covered by Method 10 they are; Income Tax Planning, Investment Planning, Retirement Planning, Disability & Income Protection, Asset Protection, Asset Diversification, Asset Allocation, Stocks and bonds, munis, Estate Planning, Business Planning, Education Planning, Debt management, Special Situations, Cash flow sources and uses, Income tax analysis – savings, tax preparation 1040, 1041, Employee/stock options, Concentrated equity positions, Employer stock inside an employer qualified plan, Charitable giving, Sale of residence, Roth IRA conversions, Limited Partnership & REITs, Oil and Gas Partnerships, investment management, investment planning, tax minimization strategies, Business valuation, Buy/sell agreements, Key employee death protection, Key employee retention, Retirement plans, Exit strategies, Tax advantaged college funding, Section 529 Plans, Education IRAs, IRA Conversions, Income tax credits, Hope scholarship, lifetime learning, Charitable Remainder Trusts, living trusts, life insurance trusts, grats, type a trust, type b trust, Financial aid, Divorce, estate attorney referral, Addictions, Child / Eldercare, Occupation / Avocation, Family situations, Expenditures, Cash management problems, Cash flow projections, Budgeting , Goal setting, Implementation, Determination of taxable estate, Traditional and non-traditional plans, Establishing key estate planning documents, Retirement objectives, Available and needed resources, Government plans, Individual plans, IRAs, Roth IRAs, Non-qualified annuities, Employer plans, 401(k), SEPs, Simple IRAs, Profit Sharing, Post retirement asset allocation, Investment goals, Risk tolerance, Suitability, Appropriate asset allocation recommendations, Asset allocation, Systematic investment planning and so on and so on, with Method 10 we most probably have you covered. Services are primarily intended for accredited and Super accredited high net worth investors in La Jolla, San Diego, Rancho Santa Fe and Del Mar.

Our neighborhood is San Diego, La Jolla and Rancho Santa Fe.

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