2. integrated
understanding
More resourceful wealth management What sets DHG Wealth
Advisors apart from others? Resourcefulness. As fiduciaries, our singular
focus is your best interest as we shape a wealth management strategy that
provides peace of mind and financial security. We employ a combination of
the award-winning investment philosophy, Modern Portfolio Theory, with
objective, fee-only advice and our collaborative approach to help you create
the lives you want for yourself and your family.
Relationships that generate returns Our proven approach to wealth
management is rooted in the philosophy of long-term investing: we focus
on relationships instead of individual transactions. If you choose us as your
advisor, our relationship will be built on trust and service, not volume. Over
time, we’ll demonstrate the value of patient, disciplined investing, giving
you the peace of mind that successful investors maintain through changing
economic cycles.
Compensation that inspires confidence We build trust by offering
unbiased, objective investment advice—advice that avoids typical conflicts of
interest. We’re a fee-only advisor and the principles behind that choice give
you confidence you’re getting the most from your investments. We accept
no commissions, outside fees or third-party payments. Unlike commissioned
brokers or investment professionals, we focus on your portfolio’s goals—not
on specific transactions. You can feel confident that the decisions we make
about your portfolio are made with your best interests in mind.
Success that speaks for itself We’d be pleased to show you a
comparison of your current total costs of investing versus our fee-only
approach. The bottom line is that our success is based upon yours—which is
the way it should be.
3. wealth advisors LLC
investment strategy
that earns trust
Our commitment to resourcefulness is the reason we have selected Modern Portfolio Theory as
our investment philosophy. This Nobel Prize-winning methodology has been adopted by some
of the world’s largest endowments, pension funds and foundations. Modern Portfolio Theory’s
fundamental value is the way it uses asset-class diversification to build a portfolio designed for
the individual investor, reflecting the preferred level of risk, performance and cash flow needs. It
also offers a proven way of mitigating risk and dampening volatility, which is critical for capital
preservation.
Client service that gives you more control Conversation is the cornerstone of our
relationship with you. From initial evaluation of your goals to regular updates about your portfolio
performance, we emphasize open communication that provides peace of mind. First, we discuss
your cash flow needs, tax strategies, insurance requirements along with education, retirement and
estate planning. Understanding what you face in life, we build a portfolio that responds to your
changing financial status, investment objectives and risk tolerance.
We monitor our managed portfolios on a continuous basis, going above and beyond monthly
statements and quarterly performance reports. There are no hidden fees or charges, so you always
know how your wealth is managed and what it costs, for a true return on your investment. And we
don’t take custody of your assets—they’re held by an independent third party custodian.
A partnership that expands your resources As an added value, our relationship with
our parent company, DHG, gives you access to the financial strength, experience and insights of
the largest CPA firm headquartered in the South. Of course, we can work with the CPA firm of your
choice, as our policy is to coordinate our services with the right tax strategies for you.
• Relationship-focused
• Nobel Prize-winning investment philosophy
• Objective, fee-only compensation
• Unbiased investment advice
• Collaborative, personalized approach
• Access to DHG’s comprehensive financial resources
Modern Portfolio Theory: The Nobel Prize-Winning Investment Methodology
Modern Portfolio Theory begins with the premise that it’s less risky to invest in several low-
correlation asset classes than to place all of one’s wealth in one asset class. It builds on the
basic principle that diversification increases the likely return while decreasing overall risk. For
a more in-depth explanation of this Nobel Prize-winning investment methodology and how it
can benefit you, contact us for a complimentary consultation with one of our wealth advisors.
4. Member of Praxity, an
international alliance of
independent accounting
firms that offers
multinational clients
access to resources
around the world.
• Income Worldwide: $4.1 billion
• Global Ranking: 7th
• Participating Firms: 69
• Partners & Staff: 33,400+
• Countries: 97
dhgwa.com
more integrated insights
Wealth
Management
Our objective, resourceful
approach to wealth
management delivers financial
security and peace of mind.
Financial
Planning
We help you achieve
your individual goals with
customized plans that provide
a clear financial picture,
strategies for growth and
regular monitoring.
Generational
Wealth
Planning
In conjuction with DHG’s
tax partners, we work with
you on how to structure the
transfer of family wealth to
the next generation - helping
to mitigate tax liability along
the way.
Insurance
Working with DHG Agency, we
build customized plans to protect
what matters. We bring more
than 40 years of experience in
life, disability and long term care
insurance and annuities
to the table.
