Our Services

We offer services in a variety of different areas and are happy to assist you in pursuing your goals.

Wealth Planning: DCJ Global’s seasoned specialists in asset allocation, investment planning, and estate distribution can formulate a comprehensive accumulation and preservation plan that seamlessly addresses your many needs and goals. We tailor your plan specifically to your needs; whether your priorities focus on economic return, tax efficiency, or wealth protection, we have the flexibility and knowledge to develop solid financial strategies for pursuing your unique goals.

Investment Management: Our belief is that any investment is merely a tool to work towards a financial goal. The cornerstone of our business is the expertise we provide in helping manage the risk within the tools used to build and maintain your financial dreams. From preserving principal to maximizing growth, we can address a spectrum of goals. Our extensive knowledge and professional dedication means that your financial plan will be seamlessly coordinated and professionally managed, even in the most challenging of economic climates.

Retirement Planning: Whether you are in the accumulation phase or are already enjoying retirement, a sound strategy is crucial to meeting your retirement income needs, desires, and expenses. We can help you develop a comprehensive plan in order to maintain your lifestyle choices and priorities and ensure long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving, and other goals.

Alternative Investment Management: One effective way of potentially managing risk in your investment portfolio is by diversifying into alternative investment strategies. We will explore such opportunities and consider whether the timing and circumstances are right for your particular portfolio. Alternative investments may not be suitable for all clients and should be considered as an investment for the risk capital portion of the portfolio; the strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Estate Planning: Preserving wealth from one generation to the next can be a complex and time-consuming legacy to leave. Guidance from a competent and experienced advisor can go a long way toward ensuring that your financial success is shared with your family, friends, and desired charitable organizations. DCJ Global works with local experts to ensure that your financial plan reflects your estate planning needs.

Education Planning: Whether you are paying tuition costs now or saving for your child’s future, it is important to develop an education strategy that is compatible with your overall financial plan. DCJ Global will help you evaluate different strategies in order to determine which program best acheives your goals.

Business Planning: DCJ Global’s professionals deliver wealth-building strategies to small and medium sized businesses. We create customized investment and retirement plans designed to meet the specific needs and goals of your organization and will advise you on employee retirement plans, executive compensation, business buy-sell/continuity tactics, and countless other crucial small business issues.

Trust Services: We provide access to comprehensive trust services through The Private Trust Company N.A., an affiliate of LPL Financial. From Revocable Trusts and Charitable Remainder Trusts to Irrevocable Life Insurance Trusts, DCJ Global offers access to a variety of customized trust services.