Client Resources


Welcome to your one-stop resource page for links to daily market information, analyst commentary, quarterly strategy commentary, and investing articles.

Business Owner’s Guide 
Family Wealth Guide
Charitable Donations
Investment Discipline
Charitable Gift Program
Perspectives
Charitable Giving
Retirement Checklist 
Estate Planning Guide
Shifting Gears
Welcome to DS

"Our Philosophy: Wealth management should incorporate and nurture security, confidence, and trust - values that evolve naturally from our dedication and commitment to excellence in our industry. We take the time to listen and learn what is important to you as we develop a long-long relationship. Our focus is to understand your priorities so you know we can be counted on to serve the needs of you and your family, now and for generations to follow."