Relationships

DCJ Global Wealth Management provides objective, comprehensive planning, and customized solutions to our clients, and we appreciate the valued relationships that have grown along the way. We are committed to building the foundations for your success, making your financial plan a priority, and delivering on your high expectations. 

Foundations for Success

  • Trust — We promise to always put your interests first.  Our ideals for ethical conduct are premised on the fundamental principles of openness, integrity, honesty, and mutual trust. DCJ Global Wealth Management places high value on impeccable ethical conduct and ensures that you will always be treated with respect and dignity.
  • Understanding — We will regularly review your personal financial strategy. In order to best serve you and propose strategies customized to your situation, we strive to acquire a complete understanding of your goals and objectives, your tolerance for investment risk, and the time frame you desire to reach your goals.
  • Communication — We will explain the implications of the strategies we propose, update you with timely and relevant developments and opportunities, and meet with you in a structured and systematic manner in order to continuously review your investments and strategies as your needs evolve.
  • Collaboration — Because managing substantial wealth is often complex, we often work with other professionals to design and implement the strategies that will help you achieve your goals.
  • Risk Management — Protecting yourself, your loved ones, and your business against unexpected events is a fundamental aspect of financial planning. Closing the gap on potential risks can be tricky without a comprehensive plan and process that methodically evaluates all potential risk factors. That’s why risk analysis is an integral part of our ongoing process. We identify and analyze all risk factors and make objective recommendations to provide you with the peace of mind you seek.
  • Commitment — Working together is essential to effective financial planning. We encourage you to participate in the financial planning and investment management process, to keep us informed of any new developments that might affect your financial strategies, and to be committed to our mutually agreed-upon plan.

* New clients accepted by referral only.