About Our Team
Today’s winning organizations need a combination of strategic insight, domain expertise, data, and technology. That is why our complements its traditional consulting excellence with solutions: technologies and specialized teams that deliver results.
When our solutions are integrated – either during or outside of consulting engagements – they make an immediate impact on business performance. Because solutions are measurable and repeatable, they allow business leaders to make rigorous, data-driven decisions on the biggest challenges facing their organizations. Through our solutions, our company combines technology, proprietary data, and extensive expertise in order to significantly improve an organization’s performance and health:
Management technology gives managers the applications they need in order to act more effectively and focus on what’s essential.
We Enjoy Working
What People Say
We don’t hesitate to refer clients to DFS Private Wealth, and one reason is that Jennifer and Janet provide a key element our clients are looking for: comprehensive, all-inclusive service for one fee, so clients are never surprised by hidden costs. That’s really important. Another thing that sets DFS apart is that they really take…
My wife wanted to consult with another financial advisor but I had no interest because I couldn’t see any value in it. We had our investments with another advisor who was providing some investment advice but as we were nearing retirement, my wife felt we needed more. She found DFS Private Wealth and I reluctantly…
We have great confidence in the DFS Private Wealth team. Their strategy in the investment planning is very good and is in step with our investment ideas. We have had several other well-known investment advisors and none of them measure up to our expectations, where the group at DFS Private Wealth does. We have been…
Unleash Your Team’s Productive Power
The truly scarce resources now are the time, the talent, and the energy of the people in your organization