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About Us

Trusted partners optimizing your financial wellbeing

Our unique consultative approach to financial planning is distinguished for eliminating guesswork and ensuring our clients have the peace of mind of knowing their financial goals are in the best hands.

How do we achieve success for our clients? We begin by getting to know every client at a deep level – their families and their values, needs, and wishes. We cultivate long-lasting relationships, leveraging different custodians to maximize the allocation of assets.

We partner closely with our clients to meet their unique needs in every type of financial situation, across all facets of wealth management. Our team leverages its deep expertise in providing highly valued guidance, advisement, and perspective to each situation, as well as diverse strategies and solutions to effectively preserve and protect our clients’ wealth. We also leverage our team’s extensive global resources and industry-leading insights to navigate even the most unpredictable market and economic conditions.

Our clients, who primarily come from the United States, Mexico, Venezuela and throughout South America, appreciate our boutique size, which ensures they receive the personalized attention they require and will never get lost within a big institutional environment.

They also appreciate that beyond our knowledge of the US market, we have navigated their native countries extensively and have a unique understanding of the complexities of their respective regions.

Importantly, our clients also appreciate the fact that, every step of the way, we keep it simple. We break down even the most complex problems, and deliver smart strategies based on sound principles designed to achieve specific goals. Our clients feel peace of mind because they have a firm grasp and understanding of their financial situations and they know they are in the best hands.

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