DSquared Financial Strategies, LLC

The next generation of personal financial management:

Do your investments, real estate and insurance contracts properly leverage each other in the most efficient and wealth-creating manner possible? Over the last 15 years I have worked for various financial firms such as TIAA CREF, Old Mutual Investment Partners, and Charles Schwab. I have worked in various capacities ranging from Trade Desk Stoc

k Broker to Sr. I have taken the knowledge that I have gained, partnered with software developers and created a system that helps to ensure the financial success of my clients. D-Squared Wealth Strategies provides an interactive wealth management software platform for our clients, we utilize tools that feature an intuitive interface, powerful integrations and multiple financial planning options to meet your every need. My team and I are experienced professionals with multiple certifications, decades of combined experience and resources which are leveraged as part of a "hands on" approach. We act as a financial coach to help our clients accumulate wealth, preserve wealth and plan their legacy. And we do this at a fraction of the cost of traditional advisers. We have subscriptions available for every budget, our goal is to have our planning net zero cost to our clients, let us show you how. Feel free to reach out and schedule a complimentary consultation.