Daniel Chen - Financial Advisor in Eatontown, NJ | WiserAdvisor.com

Assisting clients in understanding where they are today can be critical in setting attainable financial and personal goals for the future. We are a fee based "Wealth Management" firm that takes a comprehensive approach to clarifying and organizing our client's financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining "Wealth" while our clients benefit from a more balanced life. Our pledge is to provide quality information so that individuals may make sound choices about their financial future. Ultimately, our greatest impact may be the confidence that comes with working with an Adviser that will educate his clients in the options that are available,and implement those strategies in simple and easy to understand terms.

DC Strategies, Integrated Wealth Mgt.

"DC Strategies" is a Wealth Management firm that takes a
comprehensive
approach to clarifying and organizing our clients financial
affairs. We provide ongoing education and insight to
navigating the complexities of growing and maintaining
Wealth while our clients benefit from a more balanced
life. Our pledge is to provide quality information so that
our clients may make sound choices about their financial future.

"DC Strategies" Investment Management provides its clients with strategies and solutions to help get them where they want to go.  We will help you understand your current financial situation and clarify your goals.  We then provide you with a written plan designed to help you to meet your goals.

We will work with you to create an investment strategy that seeks to keep you on course in a variety of market
conditions, we need to understand your circumstances and what you want to accomplish. We work with you to answer a number of key questions. 
- What are your goals, including retirement, providing for
loved ones, major purchases, or anything else important to you? 
- Do you need access to your capital in a few decades, a
few years or sooner? 
- What is your appetite for risk? (Which types of
investments would be best for you)? Annuity Strategy,
Privately Managed Account Strategy, Mutual Funds, Basket of Individual Securities.

- Personalized review of your tax return to highlight
opportunities for maximizing tax reduction strategies 
- Free consultation with your tax preparer 
- Tax harvesting/cost basis reporting 
- Recommendations of tax solutions including tax
advantaged, tax free, tax deductible, and tax deferred
investments

What are the Benefits of Asset Management? 
- Personalized Investment Strategy allocated by Best in
Class Institutional market strategist [Strategic, Tactical
Constrained, Tactical Unconstrained and Absolute Return investment approaches]. 
- Your Assets are Monitored by Our Team of Professionals 
- Ongoing tactical adjustments to mitigate near and
midterm risk in changing market environments while
maintaining an appropriate investment profile. 
- Quarterly Performance Reporting 
- Cost Basis Accounting & Tax-Loss Harvesting 
- Portfolios designed and implemented with No-Load and Load-Waived Mutual Funds, Exchange-Traded Funds, Individual Stocks and Bonds and Alternative Investments 
- Custom design and imple­mentation of innovative
investment strategies in an ever changing world 
Fees charged are potentially tax deductible

We will assist you in understanding where you are today in order to set attainable financial and personal goals for the future. 
We will design and implement strategies to coordinate the areas of Legacy Planning, Risk Management and Investment Management Services. 
We will work with you to monitor and review your Wealth
Management map on an ongoing basis.

Portfolio Management Services: 
- Analysis of currently held assets 
- Formulate Investment Policy Statement 
- Custom Portfolio design as needed (Taxable/Tax deferred and/or Tax Free) 
- Multiple investment strategies to coincide with the
client's short, mid, and long term financial goals

"DC Strategies" is a "Wealth Management" firm that takes a comprehensive approach to clarifying and organizing our client's financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining "Wealth" while our clients benefit from a more balanced life. Our pledge is to provide quality information so that our clients may make sound choices about their financial future.

Daniel Chen

DC Strategies, Integrated Wealth Mgt.

"Know Your Options"

About DC Strategies, Integrated Wealth Mgt.

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