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D.A.C. Investment Partners
We have been working with high net worth individuals, families, charitable organizations, and businesses for several years. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your wealth. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial investments and services. The personalized program that we can recommend is a roadmap to working towards your financial goals and objectives. We’re looking forward to using our experience to help you pursue your financial goals.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
D.A.C. Investment Partners utilizes a comprehensive wealth management approach when working with clients. By identifying each client’s unique goals and objectives, our process allows us to provide a customized recommendation to each individual that incorporates investment recommendations and financial planning.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s 2023 Mid-Year Market Update
What’s next for the economy and markets?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
February Investment Perspectives
In this month’s Investment Perspectives, the Investment Strategy Group discusses how the pursuit of a soft landing continues in the new year and anticipates volatile but trending bond markets. Plus, strong market performance in December points to potential positive results for 2024.
Tax Mailing Schedule
Knowing when you’ll be able to access information you need to prepare your taxes makes the process easier.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.