Concierge Support & Resources for Businesses.

We know what running a business can be like-you have to wear a lot of hats. We provide support for business people 24/7/365, because we know that business never sleeps. We will collaborate with both our trusted partners and in-house experts to provide you with any needed resources to help your business succeed. From employee benefits, business valuation and potential customers to legal services. And when it comes time to develop an exit strategy, our processes can present you with options to help you make the most of your life’s work.

We offer integrated personal and business financial strategies that include:

coin icon Retirement Plan Services

Whether you are an employer or an employee, we can help make your 401(k) or 403(b) retirement plan simpler, cheaper, and easier to manage. We can also provide individual management for your workers’ 401k plans.

coin icon Business Succession Planning

The principles and clients of DGM have founded, acquired and sold numerous businesses. We can help you identify and implement successful succession strategies to maximize returns and minimize taxes.

coin icon Institutional Cash Management

Our team can provide fixed income opportunities for businesses and institutions alike, featuring individualized investment solutions and cash management strategies to fit each individual objective.

coin icon Bespoke Business Services

Our firm and its business partners can aid you with mergers and acquisitions, valuations, accounting and planning to implement mergers, sales and acquisitions to help meet your specific objectives.

Discover how we can help you achieve your goals.

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Business Hours

Mon - Fri: 7am – 6pm