Investors deserve more. We provide it by offering access to wealth building opportunities in private market investments that clients understand. And, we tactically manage traditional equity and fixed income investment portfolios using strategies that place an emphasis on preserving capital by managing downside risk. We provide services to a select group of business owners, high-net-worth families, and institutions.
Services
Most people have a good understanding of what they want to accomplish. However, as family wealth increases, so does the complexity of financial planning and investment management needs. Unfortunately, we often find that investors' goals and intentions are not well coordinated between their various professional partners (financial, investment, insurance, tax, business, etc.) into a holistic strategy.
Darryl has a passion for helping investors find opportunity. Yet, he understands the dual mandate of managing risk. While at a large investment firm, he witnessed Wall Street's second major meltdown of the decade during 2008 and realized the industry was ripe for innovation. In 2010, Darryl founded DJP Wealth Management in an effort to better serve his clients.
Our investment philosophy revolves around managing the three interconnected pillars of wealth management - wealth creation, wealth preservation, and liquidity. We seek to build and store wealth in private market investments and actively manage risk in public market investment portfolios in an effort to preserve capital and maintain liquidity.
DJP Wealth Management, LLC ("DJP") is a State of Florida registered investment adviser. DJP and its representatives are in compliance with the current filing requirements imposed upon State of Florida registered investment advisers by those states in which DJP maintains clients. DJP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
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