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Our Practice

We bring a wealth of investment and planning expertise to bear for all our clients.  All of us are personally inclined toward caretaking and service.  We take great satisfaction in building relationships and helping people acheive what's most important to them.

Investment Philosophy

The Dahlberg, Knott and Brandt Group is a multi-generational team committed to helping our clients achieve their short-term and long-term financial goals, no matter where they are in their lifecycle. Our clients benefit from a team with deep expertise and a vast array of industry experience, from serving individuals and families to small businesses and corporations. Our focus is on establishing a lifestyle wealth plan with sound investment advice, long-term financial planning and strategy, tax planning, and estate and wealth transfer planning.

Our Mission

The value of a partnership arises from trust. We earn the trust of our clients by asking, listening and putting their needs first. We will work as your partner to establish a long-term, disciplined investment strategy that matches your unique objectives. We strive to inspire our clients to define their priorities and develop a lifestyle wealth plan to help them attain their goals both today and for the next generation.

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