DX WEALTH 简介

DX Wealth Management is the company about investment advisory service that combines other financial services to address the needs of affluent clients.

A DX Personal Consultant is a type of financial advisor who takes a broad view of available financial disciplines and services, such as financial and investment advice, legal or estate planning, accounting, and tax services, and retirement planning, to manage an affluent client's wealth for one set fee. We are using a consultative process, gleans information about the client's wants and specific situation, and then tailors a personalized strategy that uses a range of financial products and services.