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DMC Wealth Management
DMC Wealth Management, LLC is a Registered Investment Adviser (RIA) that provides investment management and comprehensive financial planning to a wide range...
Overview
DMC Wealth Management, LLC is a Registered Investment Adviser (RIA) that provides investment management and comprehensive financial planning to a wide range of clients. With more than 20 years of industry experience, our team has gained extensive knowledge through our working relationships with business owners, corporate executives, attorneys, physicians, and retirees. We value these relationships and constantly strive to maintain our reputation of honesty, integrity, and consistency. Above all, acting as a fiduciary, DMC Wealth Management puts clients’ goals first. We offer flexibility to deliver a level of personalized service and communication not often found at larger firms today.
General information
Firm type
Multi Family Office
Year founded
1998
Location
Region
North America
Country
United States
City
Birmingham
Corporate office
New York, NY, United States
Principals
Michael D. Cohen
Founder and CEO
Sector focus
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