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Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member of FINRA (www.finra.org) & SIPC (www.sipc.org). Dynamic Wealth Strategies, LLC and Independent Financial Group, LLC are not affiliated. Office of supervisory jurisdiction: 1541 The Alameda, San Jose, CA 95126. We are licensed in the following states: CA, OR, and NV. |
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Welcome to Dynamic Wealth Strategies. Thank you for visiting. We offer clients comprehensive wealth management advice ranging from basic financial planning to advice on complex multi-generational strategies. With a combined experience of over 30 years, our principals believe that there are ways to manage your finances successfully without taking unnecessary risks. Although we believe our approach is conservative, we don′t shy away from risk when we′ve had enough opportunity to educate our clients on all aspects of their financial decisions. This approach requires a higher level of service and with offices located both in San Jose and the Greater Sacramento areas, we can provide this high level of service face-to-face for Northern California clients. If you have any questions, please Phone: 408-213-6960 ♦ Fax: 408-213-6961 ♦ www.dynwealth.com