DSG Capital Advisors

DSG Capital Advisors

Financial-Services

Edina, Minnesota
United States
Company Tagline

Your family office. Shaped by your values. Realized with our experience.

Industry Category
Financial-Services
Company Description

DSG Capital Advisors is a leading financial services firm dedicated to managing, sustaining, and growing wealth while promoting a family’s unique values and character. Located at 7760 France Ave S, Suite 815, Edina, Minnesota 55435, US, DSG Capital Advisors builds a virtual family office with five core components: CFO services, investment management, legacy planning, business advice, and concierge solutions. Through these processes, they create a highly skilled multi-family office with meticulous attention to detail.

DSG Capital Advisors provides investment advisory and related services for clients nationally, delivering beyond expectations with efficient service and specialized expertise. The firm focuses on wealth transfer and income planning, asset allocation and portfolio construction, tax minimization and optimization strategies, philanthropic giving, and comprehensive family office services. DSG Capital Advisors’ commitment to excellence ensures clients receive top-tier investment consulting and asset management solutions.

DSG Capital Advisors continually enhances its offerings to meet the evolving needs of its discerning clientele. As a registered investment advisor, DSG maintains all applicable registrations and licenses, ensuring full compliance and the highest standards of service. We invite the manager of DSG Capital Advisors to create a customized and exclusive company showcase and product listing on our platform, highlighting the unique strengths and services offered by DSG Capital Advisors.

DSG Capital Advisors est une société de services financiers de premier plan dédiée à la gestion, au maintien et à la croissance du patrimoine tout en promouvant les valeurs et le caractère uniques d'une famille. Située au 7760 France Ave S, Suite 815, Edina, Minnesota 55435, États-Unis, DSG Capital Advisors construit un bureau familial virtuel avec cinq composantes essentielles : services de directeur financier, gestion des investissements, planification successorale, conseils commerciaux et solutions de conciergerie. Grâce à ces processus, ils créent un bureau multifamilial hautement qualifié avec une attention méticuleuse aux détails.

DSG Capital Advisors fournit des services de conseil en investissement et des services connexes à des clients à l'échelle nationale, dépassant les attentes grâce à un service efficace et une expertise spécialisée. L'entreprise se concentre sur le transfert de patrimoine et la planification des revenus, la répartition des actifs et la construction de portefeuilles, les stratégies de minimisation et d'optimisation fiscales, les dons philanthropiques et les services complets de bureau familial. L'engagement de DSG Capital Advisors envers l'excellence garantit aux clients des solutions de conseil en investissement et de gestion d'actifs de premier ordre.

DSG Capital Advisors améliore continuellement ses offres pour répondre aux besoins changeants de sa clientèle exigeante. En tant que conseiller en investissement enregistré, DSG maintient toutes les inscriptions et licences applicables, garantissant ainsi une conformité totale et les normes de service les plus élevées. Nous invitons le responsable de DSG Capital Advisors à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, mettant en évidence les forces et les services uniques offerts par DSG Capital Advisors.

Key Personnel / Employees
Nicole Gilliand Cynthia Slater Denver S. Gilliand JD LLM CIMA Klair Reese

Compare Companies Side by Side

Compare DSG Capital Advisors with 3 companies in Financial-Services

4 Companies
Comparison Field
DSG Capital Advisors
DSG Capital Advisors
Main Company
HB Wealth
HB Wealth
View Profile
Optima Asset Management, Inc.
Optima Asset Managem...
View Profile
Polley Wealth Management
Polley Wealth Manage...
View Profile
Founded Year
1995
Company Size
201-500 2-10 2-10
City
Edina, Minnesota Atlanta, Georgia Dallas, Texas Orlando, Florida
Country
United States United States United States United States
Skills & Keywords Comparing with main company
15 Total Skills
Wealth Management Investment Advisory Family Office Services Financial Planning Asset Management Legacy Planning CFO Services Wealth Transfer & Income Planning Asset Allocation & Portfolio Construction Tax Minimization & Optimization Strategies Philanthropic Giving Investment Consulting & Asset Management Risk Management Services for Business Owners Solutions for Corporate Executives
6 Total 2 Common 4 Unique
Match 13%
Common Skills:
Financial Planning Wealth Management
Unique Skills:
Consolidated Reporting Estate Planning Investment Management Tax Planning
16 Total 4 Common 12 Unique
Match 27%
Common Skills:
Asset Management Investment Advisory Legacy Planning Wealth Management
Unique Skills:
Business Exit Consulting Customized Investment Management Estate Planning Family CFO Services Financial Services Investment Management +6
13 Total 3 Common 10 Unique
Match 20%
Common Skills:
Financial Planning Legacy Planning Wealth Management
Unique Skills:
Asset Protection Estate Planning Income Planning Investing Investment Management Philanthropy Planning +4
4
Total Companies
1995
Oldest Founded
1
Countries
34
Unique Skills

Similar Companies

Other organizations in the same industry

Financial Dynamics
Financial-Services

We'll Show You A Personal Path To Financial Freedom.

Golden, Colorado
United States
Fisher Investments Luxembourg
Financial-Services

Fisher Investments Luxembourg, Sàrl offers discretionary investment management services tailored to...

Clarity Wealth
Financial-Services

Tax-efficient financial planning, investment management, and business retirement plans.

Newberry, Florida
United States
Yiren Digital Ltd.
Financial-Services

Alternative Company Names

This company is also known as

DSG Capital Advisors DSG资本顾问 डीएसजी कैपिटल एडवाइजर्स مستشارو دي إس جي كابيتال ДСГ Капитал Эдвайзерс