INVESTMENT SERVICES
Your investment portfolio, tailored to meet your goals, on your timeline — managed by us.
FINANCIAL PLANNING
The DBT360 Financial Plan: A framework for thoughtful decision-making based on your life goals.
LEGACY PLANNING
We are stewards of your financial plan, with strategies to maximize resources for generations to come.
COMPREHENSIVE FINANCIAL SERVICES
We partner with trusted outside resources to successfully implement your financial plan.
CHARITABLE GIVING
Does your investment plan include making the world a better place? Ours does too. Let us design charitable giving plans that make a difference.
Serving Gen X Families and Business Owners in a Tax Smart Environment
Our President, Debra Brennan Tagg, tells Wealth Solutions Report about the importance of tax smart financial strategies for Gen X families and business owners. Read the full story to learn why FAs and their clients benefit from strong relationships with tax advisors:
Opportunities and Risks in the Stock and Bond Markets
Join us for an engaging discussion with Philip Blancato, President and CEO of Ladenburg Thalmann Asset Management, Chief Market Strategist at Advisor Group, and frequent guest on CNBC and Fox Business. Philip will share smart thoughts on market risks and opportunities.
Leverage Ownership and Grow Your Company
In the first of a two-part series, join us virtually for a lively discussion with guests Ladd Hirsch and Keith Walters to learn about strategies to leverage ownership and team building to grow your company.
D CEO Shares What We are Most Excited About for the Future
The September issue of D CEO focuses on the strategies that DFW leaders are using to affect progress in diversity, equity, and inclusion. Turn to page 60 of the digital issue to see what has our President, Debra Brennan Tagg, CFP®, most excited about the future.