Carson Wealth

Financial ServicesUnited States2-10 Employees

The prospect of building wealth through tactical investing has never held more appeal. With ever-increasing media coverage and an overabundance of information available to the public, making investment decisions has become more challenging than ever.

Douglas Fluke is the Founder, President & Wealth Advisor at DSF Wealth Management. As a CERTIFIED FINANCIAL PLANNER™ practitioner, he is responsible for understanding your needs and goals, providing advice that is always in a client's best interest, and developing a disciplined long-term approach for building and protecting wealth. This approach must be quantified, realistic, and customized because every client is unique. Each portfolio requires ongoing monitoring, as both the client and the world are constantly evolving.

Investing, however, is only one aspect of a comprehensive wealth management strategy. DSF Wealth Management LLC provides counsel in the areas of estate planning, retirement planning, financial planning, corporate cash management, tax planning, life insurance, college education, and more. 

DSF Wealth Management LLC partners with clients who expect and demand more from their financial advisor.  It’s about having that extra level of comfort and knowing that your best interests are always being served. 

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC (www.finra.org and www.sipc.org).  Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. 

Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.

For a list of states in which I am registered to do business please visit: www.dsfwealthmanagement.com.

Sign up for free to view info

Email Format Employee directory