About Us

When you envision your future, what do you see?

At DKD Wealth Strategies Group, our job is to help you achieve the future you envision. We'll work together to create a personalized financial plan that's built on a comprehensive process - yet is as unique as your goals – so that our clients can spend life living.

DKD is in the unique position to deliver the extensive resources of the Northwestern Mutual Wealth Management Company within the context of an exclusive firm that’s been in Charlotte for more than 30 years.

We combine expert perspective and cutting-edge technology to design and implement innovative strategies around the many financial decisions impacting our clients’ lives, including tax-efficient wealth management, risk management, retirement income distribution, legacy planning and income and estate tax reduction.

As a fiduciary for our advisory clients, we will take the time to understand your unique goals and challenges. Then, we'll design customized solutions to deliver an unsurpassed financial planning experience to get you where you want to be.

Advisor Coordination

We will work closely with your trusted network of professionals to help ensure your wealth accumulation, asset protection, and legacy plans are enacted to your expectations, professionally and efficiently.