Broker Check

About Us

D-Squared Investments, LLC is a full service brokerage firm offering comprehensive wealth planning and portfolio management.

We take a three prong approach to securing and maintaining a financial plan:

  1. Discovery - data collection
  2. Implementation - dynamic and diversified investment vehicles
  3. Review - ongoing relationship and performance reviews.

Our commitment is to ensure that each phase will be clear, transparent, and efficient.  We are also dedicated to:

  • Delivering complete objectivity in our advice and ensuring it is in alignment with your interest and goals
  • Meeting regularly on an agreed upon frequency, and always being accessible between meetings
  • Collaborating with your other trusted advisors i.e., Attorney, CPA
  • Reporting on a timely basis and being held accountable for the results
  • Promptly responding to inquires