D&S Wealth Management Group

Overview

D&S Wealth Management Group is an independent registered investment adviser operating as a limited liability company and run by an individual owner. The firm acts as a capital allocator for a mixed client base that includes individuals, families and smaller institutional clients. Its advisory services emphasize comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for business and institutional clients, pension consulting and the selection of third‑party managers. Investment activity is concentrated in publicly traded equities and exchange‑traded instruments, with a preference for equity allocations. The firm combines fee models that include a percentage of assets under management and hourly charges, and it also provides other advisory fee arrangements. D&S is not identified as an active ESG investor and appears focused on conventional equity and multi‑manager solutions rather than thematic or ESG‑first mandates.

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