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Who We Serve

Focused on Building What Matters Most

Ambitious individuals and families deserve financial strategies as unique as their goals. DK Wealth Management LLC specializes in simplifying financial lives, protecting legacies, and planning for long-term success. Whether you’re growing a thriving business, preserving significant family wealth, or building a lasting legacy, our tailored solutions are designed to meet your unique needs and goals.

Explore How We Can Help

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Clarity. Guidance. Legacy.

Partner with us to ensure your wealth works for you and what matters most.

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

Beverly Hills | Irvine | San Diego | Woodland Hills

Phone: 858-642-5050

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.

© 2025 DK Wealth Management LLC

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