Working for your future
- Our Commitment
- Our Process
- Our Office
- Meeting Availability
- Products & Services
- No Obligation Appointments
Committed to our Principles
DSB Wealth Management offers all-encompassing services for our clients. We know our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability. We’ve done or job.
Our Commitment
Whether you are experienced in the world of financial matters or are just starting to build your portfolio, DSB Wealth Management can help you every step of the way. We offer comprehensive financial planning and investment management for all our clients. Whether you are an individual, family or business owner, we have solutions that may fit your needs.
Our Process
Discover- We start by sitting down with you and begin to understand what your financial goals are. The answers you share is the basis for your plan and our recommendations to you.
Plan- Our Wealth Management Team sits down and analyzes all the information we took in during the discovery meeting. The information you shared with us helps us create a custom plan to achieve your goals.
Implement- Once the plan is constructed, we use the vast resources and tools available to us so we can implement your strategy. Implementation gives us a benchmark to measure the progress of your plan relative to your goals.
Monitor-The process doesn’t stop at implementation. Our ability to sit down with you and review your plan is important to successfully achieving the goals you laid forth in the discovery meeting. Monitoring your plan allows us to make changes to your plan when your life changes.
Our Office
We are located in the Main DeMotte State Bank Branch in Demotte but will meet you for appointments at any other DSB location. We are also able to meet at your home or place of business in the surrounding counties of Jasper, Newton, Lake, Porter, or Starke.
Meeting Availibility
Our office hours are 9:00am to 5:00pm Monday through Friday and by appointment only on Saturdays. Please give our office a call at 219-987-4141, and select option 4 to set an appointment with one of our financial advisors.
Products & Services
• Retirement Planning
• Investment Management
• Life Insurance
• Financial Planning
No Obligation Appointments
At DSB Wealth Management, our goal is to get to know you and your financial goals before making a financial plan. That’s why your first appointment is a no obligation appointment to discover your financial needs. Please call 219-987-4141, and select option 4 to discuss setting an appointment with a Wealth Management representative.
Securities offered through Securities America, Inc., Member FINRA/SIPC, and advisory services offered through Securities America Advisors, Inc. DSB Wealth Management, DeMotte State Bank and the Securities America companies are separate entities.
Not FDIC Insured. No Bank Guarantee. May Lose Value. Not a Deposit. Not Insured by any Government Agency.
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