DH Consulting Group | Beverly Hills, CA | Private Wealth
DH Consulting Group of Raymond James
Our Firm in the Press
The PLANADVISER Top 100 Advisers
FEATURED IN
Forbes Magazine
Helping Plan Participants Retire With Dignity

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Specialized financial guidance for high-net-worth individuals

We help corporate executives, professionals and business owners, and affluent families address the financial issues they encounter, from college planning to retirement planning.

Our mission is to serve as your financial advisor for life, handling all matters related to managing and preserving your wealth and building your legacy – so you are free to focus on the people and priorities in your life.

We often find that wealth is concentrated in a single stock, received through inheritance or a successful business career. We have strategies designed to hedge, monetize, diversify or transfer, while mitigating tax implications. Another risk to wealth is the erosion of investment gains due to taxes. Our knowledge of tax-advantaged investments and the tax impact of individual transactions can help you keep more of what you earn.

In addition, many clients we serve are highly interested in leaving a legacy. We can help you create a charitable giving plan that not only helps the organizations you’re passionate about, but also has the potential to generate personal tax benefits and further your overall wealth management plan.

Our duty is to serve as responsible stewards for the management and preservation of your wealth. Our commitment is to you and your financial well-being. We are driven by the simplest motivation – to act in your best interest.

Contact our Office

9595 Wilshire Blvd. // Suite 300 // Beverly Hills, CA 90212 // T 310.285.4503 // TF 844.234.4015 // F 310.285.4545 // Map and Directions  

The "PLANADVISER Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. A subsegment of the questions was used to determine eligibility for the Top 100. Categories in which advisers compete are determined by the number of advisers and the number of total employees (including support staff). We highlight the quantitative standouts according to the dollar value of qualified plan AUA as well as the number of plans under advisement. The award is not representative of any one client's experience, and is not an endorsement, and is not indicative of advisor's future performance. Raymond James is not affiliated with the Financial Times. Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans.

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