top of page

SERVICES

WHAT WE DO FOR INDIVIDUALS AND BUSINESS OWNERS.

​

We have a fundamental obligation to act and provide individualized investment advice in the best interests of our clients.

 

Click below to learn more about the services we offer.

BUSINESS OWNER PLANNING

INSURANCE STRATEGIES

LEGACY AND ESTATE PLANNING

FAMILY FOCUSED 

OFFICE

WEALTH MANAGEMENT

WEALTH DISTRIBUTION
STRATEGIES

HIGH NET WORTH

 

Office: 858-642-5050 x 2045 | www.dkwmllc.com 
 

4365 Executive Dr., Suite 1500, San Diego, CA 92121​

Beverly Hills | Irvine | San Diego | Woodland 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

​

bottom of page