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INDEPENDENT ADVICE, CREATIVE
APPROACH, CUSTOMIZED PLANNING

DK Wealth Management LLC is an independent, fee-based financial planning and wealth management firm. We take a confidential, consultative approach with our clients to organize and implement strategies that also coordinate with their personal wealth management goals. Most of our clients have very competent advisors, however, they lack coordination in their existing planning. We look at our clients' full financial picture on a cross-disciplinary basis which allows us to identify both coordination gaps as well as planning opportunities. Acting as your fiduciary, we put your needs first.

 

Helping our clients pursue their financial goals is our highest priority. Independence is a key component of our core philosophy allowing us to provide each client with customized services to address their specific, complex financial planning needs. By delivering personalized plans with a boutique experience, we bring structure and effectively serve the needs of our most complex clients.

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Our Feature in Private Wealth

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Office: 858-642-5050 x 2045 | www.dkwmllc.com 
4225 Executive Square, Suite 900, La Jolla, CA 92037-1485

La Jolla | Woodland Hills | Beverly Hills


Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor.
Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.

Click on the link for a copy of the Client Relationship Summary.

 

Kristopher Lindley CA Insurance #0D78721

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