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About Us

Working Together to Support Your Financial Goals

At DM Wealth Management, we take time to understand each client’s goals, values, and circumstances to provide personalized strategies aligned with their objectives and risk tolerance. We aim to build long-term relationships and offer guidance across multiple aspects of wealth management, leveraging a range of custodial options and resources to support informed decision-making.

Our team draws on experience and industry insights to help clients navigate changing market and economic conditions. While we strive to deliver thoughtful recommendations and high-quality service, all investments involve risk, including possible loss of principal, and outcomes cannot be guaranteed.

Our Services/Specialties

Investment
Portfolio Management

We are skillful in the art and science of customizing solutions to meet the financial goals, and appetite for risk of our clients.

Generational Wealth
Transfer and Succession Planning

We carefully chart the path to help our individual and corporate clients transfer their hard-earned wealth and assets (including stocks, bonds, real estate and family businesses) to ensure their goals are achieved.

Lending
Cash Management

We carefully manage our clients’ cash transactions to maximize the value of their portfolios and minimize the cost of funds.

Insurance
Planning

We hand-select insurance policies to protect the best interests of our clients and their loved ones and assets.

CLIENT HIGHLIGHTS

“I started investing with DM Wealth Management nearly 10 years ago. When I first met with the team at DM Wealth Management, I was new to investing and generally unfamiliar with the market and the different products offered. Zoraida and Cristy developed an investment strategy tailored to my situation and long-term goals, and took the time to explain the strategy to me. Over the years, Zoraida and Cristy have become trusted advisors, who have successfully managed my investments through the volatility of the past few years. I know I can reach them at any time and know they will be there for me to address any questions or concerns I may have.”

Juan G.

“Cristina and Zoraida, best team we’ve worked with, long time together, our CCOs Commited Creative Organized, knowledgeable and client oriented, absolutely results focused and great friends, can’t ask for more.”

Rolando W.

“Thank you for guiding us through a complicated period and for taking the time to fully understand what our specific needs are. We have worked with a number of wealth managers in the last 25 years and I have to say that your team has gone above and beyond the others in making sure that you have stayed close to us to ensure that your service to us has evolved over time and as our needs have shifted. We really feel that you are part of our team and that provides us with a great deal assurance and peace of mind. Thank you again!”

Lotus and Patrice B.

This statement is a testimonial by clients of the financial professional as of October 10, 2023. The clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. DM Wealth Management notes that this testimonial may not be representative of the experience of other clients. Additionally, this testimonial is no guarantee of future performance or success

DM Wealth Management Group is the “doing business as entity” through which Cristina Mendez, Zoraida Diaz, and Debra Tyler, investment professionals (“IP”) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”) conducts securities and advisory activities DM Wealth Management Group is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Insigneo Financial Group, LLC comprises a number of operating businesses engaged in the offering of brokerage and advisory products and services in various jurisdictions. Brokerage products and services are offered through Insigneo Securities, LLC, a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”) and member of FINRA and SIPC. Investment advisory products and services are offered through Insigneo Advisory Services, LLC, an investment adviser registered with the SEC. Insigneo has affiliated companies in different locations, so it is important to understand which entity you are conducting business with. Please visit "https://insigneo.com/legalentities" for more information about the differences between these companies, their locations, and what that means for you.

Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Please consult your Investment Professional for any recommendation regarding your specific financial situation.

Click on the following links to view ISEC Reg BI Client Relationship Summary (“Form CRS”) and IAS Form ADV Part 3 CRS.

The following content is provided by Insigneo, the firm through which DM Wealth Management’s investment professionals offer brokerage and advisory services. Visit insigneo.com to learn more.