D.A.E Wealth Management · Roseville, CA
Your Wealth. Your Legacy. Our Commitment.
We build lasting relationships with high-net-worth families in Roseville and the greater Sacramento region — because your financial future deserves more than a portfolio number.
Serving Roseville & the greater Sacramento region
What We Do
Comprehensive Wealth Management
We believe great wealth management starts with listening. Every strategy we build is shaped by your goals, your values, and the legacy you want to leave.
Investment Management
Disciplined, personalized investment strategies aligned with your long-term goals and risk tolerance.
Retirement Planning
Thoughtful planning to ensure your retirement is as fulfilling as the career that built it.
Estate & Legacy Planning
Protecting and transferring your wealth to the people and causes that matter most to you.
Tax Strategy
Proactive tax planning that keeps more of your wealth working for you and your family.
"We don't manage accounts. We build relationships — and those relationships last generations."
— D.A.E Wealth Management
At D.A.E Wealth Management, we take the time to understand not just your finances, but your life. Your goals, your family, your values. That's the foundation of everything we do.
Meet Our Team→
Let's talk about your future.
Whether you're planning for retirement, protecting your estate, or simply looking for a trusted advisor who will know you by name — we'd love to start a conversation.
Schedule a Consultation