We earn our clients’ trust in many ways—identifying their goals, simplyfing their lives and ultimately, helping them achieve what’s important to them.
At the Dietrich Sussman Group, we’re a comprehensive wealth management practice focused on every aspect of your financial life. Given our team’s abilities and experience in retirement and insurance solutions, lending, hedging and monetization strategies and portfolio management, we take a disciplined, planning-based approach to working with you—a concept we call: Advice. Beyond investing. Our goal is to be your primary advisors and problem solvers who not only help find answers to your most important financial questions, but who “connect the dots” across all your planning and investing needs.
Sophisticated families, senior executives and successful entrepreneurs alike continue to benefit from our work together. That’s because our process is designed to help us understand who you are as a person first, and then as an investor. It begins with deep discovery conversations that fully identify your priorities, goals, concerns and even values—all factors that contribute to successful financial decision-making. We’ll also coordinate with your existing attorneys, insurance and tax advisors to make sure we’ve got all your needs covered and our strategy aligned.
Life is busy and we understand the demands on your time and energy. It’s no surprise then that managing your personal finances gets pushed to the bottom of your priority list. And that’s where we step in—taking care of you and your wealth so you can focus on other priorities in your life.
Planning is our starting point. Your customized financial plan maps out the course we’ll take to help you reach each goal, step by step, year after year. Essentially, we simplify your financial world so you’re more organized, well-informed and confident about today and tomorrow.
Whether you are initiating a business liquidity event or structuring your estate for your heirs, our planning and investment insight helps us deliver the right solutions for your needs, executed efficiently. We not only enjoy participating in the process of helping you achieve your goals, we are grateful to have a meaningful place in your life.