DFG Capital Management specializes in personal retirement planning and wealth management services. Our clients include wealthy families, business owners, professionals, and other high net worth individuals. They tend to have complex financial situations. Many of our clients have most of their wealth concentrated in one illiquid asset, such as common stock of a single company, or real estate. Often, this highly concentrated investment position is subject to various restrictions and not properly asset protected. We have extensive experience with the specialized planning techniques these types of situations require.
We operate on a fee for service basis. We do not sell any investment or insurance products, nor do we have any affiliation with a product sales company. We do not receive commissions for products that we recommend. We are compensated only by fees paid to us by our clients. This prevents potential conflicts of interest and ensures that you receive impartial advice. We offer four types of services – investment management, administrative support, advanced planning and lifestyle services. Advanced Planning could mean helping clients with complicated personal, tax or estate planning issues where we help lead this process by outsourcing these issues to our network of Tax Advisors, CPAs and Estate Planning Attorneys or Insurance Advisors.
Our clients have the opportunity to use DiVirgilio Financial Group and DiVirgilio Insurance Agency Inc. for their advisory and insurance services if they so choose.
History
DFG Capital Management was founded by Albert DiVirgilio Sr. in 2003. Albert DiVirgilio had a successful and extensive political and public service career that dates back to 1967 which included three terms as the Mayor of the City of Lynn. With the foundation & principles that Albert brought with his public service career, both Brian Thomas & Matt DiVirgilio wanted to bring a similar team approach to help wealthy families, business owners, professionals, and other high net worth individuals protect their assets and legacy.
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