Complimentary Consultation
Your Wealth Deserves a Fiduciary Advisor
At DAE Wealth Management, we're fee-only and fiduciary — meaning we're legally required to act in your best interest. No commissions. No conflicts. Just clear, objective guidance built around your goals.
Schedule Your Free ConsultationNo obligation. No sales pitch. Just a conversation.
Comprehensive Wealth Management
We serve high-net-worth individuals and families across Roseville, Sacramento, Folsom, and El Dorado Hills with a full suite of fiduciary financial services.
Investment Planning
Personalized portfolios aligned with your goals and risk tolerance.
Retirement Planning
Comprehensive strategies to secure the retirement you envision.
Estate Planning
Protect your legacy and ensure your wealth transfers on your terms.
Tax Strategy
Proactive planning to minimize your tax burden year after year.
The Fiduciary Difference
Why Fee-Only Matters for Your Family
Most financial advisors earn commissions when they recommend products. That creates a conflict of interest — their income depends on what they sell you, not on how well your portfolio performs.
As fee-only fiduciaries, we are compensated solely by you — not by product manufacturers, insurance companies, or brokerage firms. Our only incentive is your financial success.
This structure is rare in the industry, and it's the foundation of everything we do at DAE Wealth Management.
No commissions
We never earn money by recommending a product. Our advice is always objective.
Legally bound to your interests
As fiduciaries, we are legally required to put your interests ahead of our own.
Transparent pricing
You know exactly what you pay and exactly what you get. No surprises.
Independent guidance
We have no product quotas, no sales targets, and no affiliated investment products.
Reserve Your Complimentary Consultation
A 30-minute conversation with one of our fiduciary advisors — no obligation, no sales pressure. We'll listen to your goals and share how we can help.
01
Schedule
Choose a time that works for you — in person at our Roseville office or by phone.
02
Discuss
We listen to your financial goals, concerns, and current situation.
03
Decide
You leave with clarity. No pressure to engage — the decision is entirely yours.
Serving Roseville, Sacramento, Folsom, and El Dorado Hills
DAE Wealth Management is a registered investment adviser. This page is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Please consult with a qualified financial professional before making any investment decisions.