Our ResourcePartners

DG Wealth is a member of the Dynasty Financial Partners Network, giving us access to the full capabilities of one of the industry's pre-eminent advisor platforms - which provides us with unlimited choice of best-in-class resource partners. For example, we have selected Schwab Advisor Services, an affiliate of Charles Schwab & Co., Inc., to serve as custodian to our clients' assets. As a registered investment advisor, DG Wealth does not hold client assets, but our independence enables us to leverage Schwab's size, experience, financial strength and broad range of outstanding services, all to safeguard the assets of our clients.

Dynasty Financial Partners develops, sources and integrates management and technology capabilities for leading independent investment advisor firms. Dynasty’s integrated platform provides DG Wealth with customizable, open-architecture wealth management solutions. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow DG Wealth to act as true fiduciaries to our clients. Through Dynasty, we access a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting,

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As a registered investment adviser, DG Wealth Partners does not hold client assets. We have chosen Schwab Advisor Services, an affiliate of Charles Schwab & Co, Inc., because of its size and experience, financial strength and the range of its outstanding services. With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like ours. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more. DG Wealth clients will receive customized operational alerts, instant online access to detailed account information and online cash management.

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Black Diamond® delivers an award-winning, cloud-based portfolio management platform that allows DG Wealth to assure our clients secure “anytime, anywhere” online access to their total wealth picture. We use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. We are one of the 650 advisory firms that have selected Black Diamond to help manage more than $300 billion in assets. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.

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Callan Associates provides timely and relevant institutional investment research through Dynasty Financial Partners that allows registered independent advisers to stay on top of important trends in the industry. Headquartered in San Francisco, the firm also provides education, decision support, and advice to a broad array of institutional investors responsible for approximately $2.0 trillion in total assets. Callan employs more than 150 people and maintains regional offices in Denver, Chicago, Atlanta, and Summit, New Jersey.

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iCapital connects individual investors and their advisors to leading alternative investment managers through a proprietary technology platform thereby improving the quality and consistency of the experience for both parties. iCapital works with 40 private equity and hedge funds, who manage and/or administer ~$2.1 billion in assets.

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MoneyGuidePro® helps you and your advisor build a customized financial plan based on your retirement goals. Using the software, you’ll identify specific personal goals and address common concerns such as health care, outliving your money, and Social Security benefits. The retirement you want is more than just a number, and MoneyGuidePro can help you reach it.

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Dynasty Financial Partners develops, sources and integrates management and technology capabilities for leading independent investment advisor firms. Dynasty’s integrated platform provides DG Wealth with customizable, open-architecture wealth management solutions. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow DG Wealth to act as true fiduciaries to our clients. Through Dynasty, we access a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting,

Visit Website

As a registered investment adviser, DG Wealth Partners does not hold client assets. We have chosen Schwab Advisor Services, an affiliate of Charles Schwab & Co, Inc., because of its size and experience, financial strength and the range of its outstanding services. With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like ours. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more. DG Wealth clients will receive customized operational alerts, instant online access to detailed account information and online cash management.

Visit Website

Black Diamond® delivers an award-winning, cloud-based portfolio management platform that allows DG Wealth to assure our clients secure “anytime, anywhere” online access to their total wealth picture. We use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. We are one of the 650 advisory firms that have selected Black Diamond to help manage more than $300 billion in assets. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.

Visit Website

Callan Associates provides timely and relevant institutional investment research through Dynasty Financial Partners that allows registered independent advisers to stay on top of important trends in the industry. Headquartered in San Francisco, the firm also provides education, decision support, and advice to a broad array of institutional investors responsible for approximately $2.0 trillion in total assets. Callan employs more than 150 people and maintains regional offices in Denver, Chicago, Atlanta, and Summit, New Jersey.

Visit Website

iCapital connects individual investors and their advisors to leading alternative investment managers through a proprietary technology platform thereby improving the quality and consistency of the experience for both parties. iCapital works with 40 private equity and hedge funds, who manage and/or administer ~$2.1 billion in assets.

Visit Website

MoneyGuidePro® helps you and your advisor build a customized financial plan based on your retirement goals. Using the software, you’ll identify specific personal goals and address common concerns such as health care, outliving your money, and Social Security benefits. The retirement you want is more than just a number, and MoneyGuidePro can help you reach it.

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DG Wealth Partners LLC Website Disclaimers

Important Disclaimers

DG Wealth Partners LLC ("DG Wealth") is a Registered Investment Advisor ("RIA"), located in the State of Florida. DG Wealth provides investment advisory and related services for clients nationally. DG Wealth will maintain all applicable registration and licenses as required by the various states in which DG Wealth conducts business, as applicable. DG Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

The information contained in this message is for the intended recipient[s] only. Email is not a secure means of transmitting personal information. This content is provided for informational purposes only and is not intended to offer or deliver investment advice in any way. Information regarding DG Wealth and its investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information. Please visit our website www.dgwealthpartners.com for important disclosures.

Market data and commentary from Dynasty Financial Partners LLC has been included for your reference and is believed to be reliable. However, DG Wealth does not guarantee the accuracy of the information provided by Dynasty Financial Partners LLC. DG Wealth maintains a business relationship with Dynasty Financial Partners LLC for operational and back office support. DG Wealth and Dynasty Financial Partners LLC are separate entities.

TERMS OF USE

Please read these terms and conditions of use (“Terms”) carefully before using the website located at www.dgwealthpartners.com (“Website”) or any of the information or services provided by DG Wealth Partners LLC (collectively “DG Wealth”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by DG Wealth in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website.  You may use your browser to download or print a copy of these Terms for your records.

DG Wealth reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on November 29, 2017.

Risk Disclosure

Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. 

Asset Allocation may be used in an effort to manage risk and enhance returns.  It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This web site is intended to provide general information about DG Wealth and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. DG Wealth does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

Please remember that it remains your responsibility to advise DG Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

DG Wealth will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may please Contact Us to request a free copy via .pdf or hardcopy.

DG Wealth is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.  DG Wealth does not collect personal non-public information through this website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.

We do not respond to "do not track" requests because we do not track you over time or across third party websites to provide targeted advertising. We may track you across our website to help us improve our content.

We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.

When you are on this website you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated third parties are located on those sites.

 

Email Disclosures

DG Wealth often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. DG Wealth makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send DG Wealth private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Please note: DG Wealth does not accept trading or money movement instructions via email.

As a registered investment advisor, DG Wealth emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of DG Wealth or the securities regulators.

If you have received an email from DG Wealth in error, we ask that you contact the sender and destroy the email and its contents.

If you have any questions regarding our email policies, please Contact Us.

Social Websites

DG Wealth may utilize third-party websites, including social media websites, blogs and other interactive content. DG Wealth considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, DG Wealth generally retains copies of information that DG Wealth or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of DG Wealth or the securities regulators.

Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by DG Wealth’s advisory persons after entering into an advisory agreement and provided DG Wealth with all requested background and account information.

If you have any questions regarding our policies, please Contact Us.