Dcj Global Wealth Management

Financial planner in Germantown, TN (show on map)

1.0

★☆☆☆☆

1 reviews

Dcj Global Wealth Management is listed in Germantown, TN as a financial planner.

Call (901) 755-9797

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About

Dcj Global Wealth Management is listed in Germantown, TN as a financial planner at 3011 Centre Oak Way #101. Contact the business directly to confirm current services.

Registered investment advisor separate from LPL Financial

Serves residents of AL, AR, AZ, CO, DC, FL, GA, IL, MI, MS, NC, NY, OH, OK, TN, TX, VA, WA

Offers trust services through The Private Trust Company N.A.

Provides business planning for small and medium sized businesses

Team includes a Managing Director and Chief Compliance Officer

Services

Wealth Planning

Comprehensive accumulation and preservation planning tailored to client priorities, including economic return, tax efficiency, and wealth protection.

Investment Management

Professional management of investment portfolios to preserve principal and maximize growth across various market conditions.

Retirement Planning

Development of comprehensive retirement income strategies to maintain lifestyle choices and fund long-term goals.

Alternative Investment Management

Exploration of alternative investment strategies to diversify portfolios and manage risk using risk capital.

Estate Planning

Guidance on preserving and transferring wealth across generations, coordinated with local estate planning experts.

Education Planning

Evaluation of education funding strategies compatible with a client's overall financial plan.

Reviews

Rating

★☆☆☆☆

Reviews

Frequently Asked Questions

What types of financial planning services does DCJ Global offer? +

DCJ Global offers wealth planning, investment management, retirement planning, alternative investment management, estate planning, education planning, business planning, and trust services.

Who is the Managing Director of DCJ Global Wealth Management? +

David C. Jones serves as the Managing Director and Chief Compliance Officer of DCJ Global Wealth Management.

Is DCJ Global a separate entity from LPL Financial? +

Yes, DCJ Global Wealth Management is a registered investment advisor and a separate entity from LPL Financial.

What states does DCJ Global serve for investment advisory services? +

DCJ Global serves residents of AL, AR, AZ, CO, DC, FL, GA, IL, MI, MS, NC, NY, OH, OK, TN, TX, VA, and WA for fee-based advisory services.

Does DCJ Global offer trust services? +

Yes, DCJ Global provides access to comprehensive trust services through The Private Trust Company N.A., an affiliate of LPL Financial.