DSB Wealth Management

DSB Wealth Management About DSB Wealth Management
We offer comprehensive financial planning and investment management for all of our clients.

Whether you are a business owner or an individual, we have solutions that may fit your needs. We are located inside the Main DeMotte State Bank branch but can meet you at any of the full service DeMotte State Bank branches and at your home or place of business. Please visit our website (www.dsbwealth.com) for full disclosures and to learn more about our Financial Advisors and the services they off

er. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA (www.finra.org) / SIPC (www.sipc.org). Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. DeMotte State Bank is not affiliated with Osaic Wealth, Inc.
•Not FDIC Insured • No Bank Guarantee • May Lose Value • Not a Deposit •Not Insured by any Government Agency

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed may not be representative of all client experiences.

06/18/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

There are billions in unclaimed dollars in the US. Is some of that yours?
06/18/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
06/16/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
06/11/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Developing a retirement strategy? It's critical to know the differences between investment types.
06/09/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
06/04/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
06/02/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

You can help ensure that losing your wallet doesn't turn into something bigger.
05/28/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
05/26/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

Address

210 S Halleck
Demotte, IN
46310

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm

Telephone

+12199874141

Website

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