Tax Optimized Wealth Management

DSF Wealth Management delivers tax optimized wealth management services to a select group of closely-held business owners, successful individuals and their families. Through a combination of proven capabilities and expertise, our independent holistic approach includes investment, tax, retirement, estate, insurance and education planning to help enable you to accumulate, protect, distribute and transfer your wealth.

As a provider of wealth management services, DSF Wealth Management enjoys shared trust through independent solutions so that you may honor the important commitments you make.

Established in 1950, Darnall, Sikes, Gardes & Frederick is a Louisiana based CPA firm dedicated to providing quality services that keep pace with a rapidly changing society and business environment. Learn more.
11-Feb-2014
February 2014 THE MONTH IN BRIEF Headwinds certainly increased in January as subpar earni..
07-Feb-2013
THE FISCAL CLIFF DEAL & YOUR TAXES What will change (and won’t change) as a resu..
Method 10™ Elements
DSF Wealth Management addresses each of the 10 separate areas of your Comprehensive Wealth Management Plan listed here and re-ferred to as Method 10TM. The power of Method 10™ is that it allows your wealth management advisor to weave these diverse elements into a unified, tax optimized wealth management plan.
01-Sep-2014Labor Day