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Our Mission
Dedicated to You

Intentional planning and a disciplined implementation can play an important role in the success of your financial plan. In this world of uncertainty, we provide guidance to create and execute financial solutions for our clients, their families, and businesses over a lifetime of changing events.

Our Story

DFG Private Client unites offices from Scottsdale and Silicon Valley to provide the ultimate client experience. By building relationships with our clients, we can help achieve the goals and dreams that they desire by providing for their families, employees, and communities.

We typically serve successful and affluent individuals, business executives, and entrepreneurs. Acting as their personal CFO to lend advice and be a sounding board for life’s tough decisions.


Wealth management can have many different definitions these days. We believe it to be a disciplined combination of investment consulting, advanced planning and relationship management. We arm our clients with the information and tools necessary to make intelligent decisions to help accumulate, distribute, and preserve wealth.

DFG clients want to be sure they’re doing as well for themselves as they can, without having to worry. We help maintain a balance between sustaining your lifestyle and leaving a legacy. Most important, we work to help you avoid financial mistakes that can cost your peace of mind.