Ideal Client Profile

We seek clients who:

  • Value a trusted advisor
  • Appreciate our independence and client dedication
  • Take the time to talk to us to develop an investment plan
  • Are prepared for us to make recommendations, trades, and monitor your portfolio
  • Want to invest for the long term and not chase trends
  • Believe in the values of hard work, savings and discipline
  • Have investable assets of $1,000,000 or more

At SD Wealth Management each client is assigned a dedicated advisor. You will receive personalized services from your advisor.  At the onset of a new relationship, we engage with our clients to understand their long-term financial goals and objectives.

We take a holistic approach in developing recommendations for clients, with specific consideration given to their tax situation, risk/reward tolerance and overall financial situation.  We strive to be our clients’ Trusted Advisor.


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