# DS Financial Strategies

DS Financial Strategies is a RIA based in Berwyn, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Berwyn, United States
- **Assets under management:** Undisclosed
- **Website:** https://dsfinancialstrategies.com

## Regulatory record

- **CRD number:** 340885
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340885

## About

DS Financial Strategies provides personalized, mathematically sound financial strategies including tax planning, financial planning, and investment management. The firm works virtually to help clients reach financial goals with peace of mind and economic confidence. As Elite Power of Zero advisors, they focus on creating tax-free retirement plans by optimizing the allocation of assets across taxable, tax deferred and tax-free buckets.

## People

- Dawn Santoriello — CFP®

## Questions

### Who operates DS Financial Strategies?

The firm does not publicly name any principals or operators. No registered agent, CEO, or managing partner is listed in public records or media reports.

### What is DS Financial Strategies' investment strategy?

The firm has not disclosed an investment strategy. No asset-class preferences, stage focus, or geographic targets are documented in public sources.

### Does DS Financial Strategies manage assets for a single family or multiple clients?

The firm's client structure is unknown. No filings or public statements distinguish between single-family-office, multi-family-office, or advisory operations.

### Has DS Financial Strategies completed any publicly known deals?

No. No portfolio companies, direct investments, or fund commitments are associated with the firm in any public database or news outlet.

### How large is DS Financial Strategies' team?

No information on team size, professional backgrounds, or organizational structure is publicly available.

## Related profiles

- [Woodland Wealth Partners](https://altss.com/profile/woodland-wealth-partners)
- [Liberty Point Financial LLC](https://altss.com/profile/liberty-point-financial-llc)

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Last updated: 2026-08-11T15:06:35.052Z

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