At DCLA, we’re all in for you. We fully immerse ourselves in the ever-changing dynamics that can impact your financial future. By continuously fine-tuning your financial plan, we can build more effective and resilient investment portfolios to achieve your goals.
Comprehensive Wealth Management
Our team collaborates with you and your outside accountants, attorneys, and other specialized professionals to provide informed oversight and advice for every aspect of your financial journey.
We pride ourselves in our ability to be both mentors and confidantes who provide straightforward and easy-to-understand advice across a spectrum of topics. And, unlike many firms, we do not charge a separate fee for our planning services as we believe they are essential to our mutual success.
Charitable
Giving
Education
Savings
Retirement
Planning
Investment Management
Investment
Management
Retirement
Planning
Education
Savings
Charitable
Giving
Tax & Estate
Matters
Social Security
Optimization
Mortgage
& Insurance
Decisions
Wealth
Transfer
Wealth
Transfer
Mortgage & Insurance Decisions
Social Security Optimization
Tax & Estate Matters
Customized Portfolios
By building and managing your portfolio individually and transparently, we ensure that you fully understand the ways in which your investments support your goals.
Our collaborative approach includes:
Developing a shared understanding of how we will manage your capital
Driving long-term portfolio growth through capital appreciation and portfolio income (rather than using short-term trading tactics)
Managing risk by diversifying your exposures across asset classes, geography, industry and company type
Minimize your transaction and tax costs through relatively low portfolio turnover
Working with your accountants to maximize tax efficiency through strategies such as tax-loss harvesting and charitable giving