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New Name. Same Service.

We are excited to share that we have rebranded and our new practice name is DPS Generational Wealth Management. Though we have a new name, our commitment to providing exceptional service remains the same.

THE DPS GENERATIONAL WEALTH MANAGEMENT DIFFERENCE

Here at DPS Generational Wealth Management we're passionate about exceeding our clients' expectations, and helping bring them clarity when it comes to effectively managing and protecting their wealth. We use a holistic approach to help our clients determine how to balance current needs, while helping perserve their future. We strive to go above and beyond to provide outstanding service every step of the way. We hope our website is a great resource for you to get to know us better, and we'd love to hear from you if you have any questions or would like to schedule a consultation.





OUR EXPERTISE

We serve individuals and businesses in all areas of investments and planning, including:

Retirement Planning
Risk Management
Tax-Efficient Investment Strategies
Investment Plans
Estate Planning Strategies
ETF Portfolio Programs
College Educational Funding
Employee Benefits
Charitable Gifting
Executive Benefits

Wells Fargo Advisors Financial Network does not provide legal or tax advice.

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”

- WARREN BUFFET -

OUR HOLISTIC PLANNING PROCESS

Here at DPS Generational Wealth Management, we utilize the eMoney® Process, a highly-effective, easy to understand approach to help you prioritize and achieve some of your most important goals in life. It goes beyond simply choosing an investment strategy and hoping for the best. It’s a life planning tool that helps us work with you to:

Explore your personal and financial goals.
Review your progress over time.
Plan your investments around your priorities.
Fine tune your approach as life changes.


Find Us

DPS Generational Wealth Management
Wells Fargo Advisors Financial Network
401 Broadhollow Rd. 1st floor
Melville, NY 11747

Call Us

Office: (631) 296-2275
Toll-Free: (866) 425-2266
Fax: (631) 729-2265

Email Us

DPS Generational Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CT, FL, GA, LA, MA, MD, ME, MN, MS, NC, NH, NJ, NY, OH, PA, RI, SC, SD, TX, VA, VT, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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