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Focus

Live your ideal Retirement Lifestyle

Foundation

Build your Family Legacy

Future

F3 Financial AssessmentTM to Bridge the Gap

Begin Your Journey
Towards Financial Freedom

For those with $5 Million or more in investment capital, DKE's F3 AssessmentTM will help you determine where you are, where you want to be, and what stands in your way.

 

Focus

Identify your goals and aspirations

 

Foundation

Analyze your current situation to uncover unnecessary risks and vulnerabilities

 

Future

Comprehensive Wealth Plan and Support custom tailored to you

The true purpose of wealth management is to solve your challenges and enhance your financial situation.  

For those with $5 Million or more in investment capital, our F3 AssessmentTM is designed to help you gain a clear picture of where you are and realize the dreams that lie within your reach.


Schedule your F3 AssessmentTM today

Our Services

Since 1950, we have been committed to providing you with the solution best suited to your unique financial circumstances.

 

Comprehensive Wealth Counsel

Hyper-personalized investment consulting and advanced planning services designed for high net families and entrepreneurs.

 

Virtual Family Office

Multigenerational family wealth system integrating financial, legal and estate planning.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (941) 485-8220
Fax: (941) 488-8465

Email: contact@dkeinc.com

100 W. Venice Avenue, Suite G, Venice, Florida 34285

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