Wealth Advisory

We assist select individuals and families in achieving their distinctive investment, business, and philanthropic objectives.

Our Philosophy

We take a comprehensive and integrated approach that supports the growth of both our clients’ privately held enterprises and their investment portfolios. Our advisory model is designed to align with the complexity and intergenerational priorities of high-net-worth individuals and families, ensuring that all aspects of their wealth are strategically managed in concert.

Our Approach

Our tailored, multidisciplinary approach blends the personalized service of a boutique with the expansive capabilities and institutional sophistication of a larger organization. By combining traditional and alternative investment strategies with strategic advisory services for privately held businesses, we help align family enterprise interests with long-term legacy and wealth preservation objectives.

Personalized Investment Portfolios

With DCAM, you receive a personalized investment experience that focuses on growth, security, and long-term success. Let our team help you build a portfolio that not only meets your current needs but also anticipates your future financial aspirations. Our "Portfolio Flexibility" allows you to access to traditional and alternative investment strategies using custom portfolios designed to evolve with your financial goals. In addition, our "Diversified Strategies" balance risk and reward with tailored asset allocation across equities, fixed income, and alternatives ensuring we incorporate tax efficiencies and risk management into your portfolio.

Leading
Industry Partners

We collaborate with top financial institutions like Charles Schwab, Fidelity, and Orion Advisor Tech to provide cutting-edge solutions and resources for high-net-worth individuals and families. These partnerships allow us to offer exclusive investment opportunities and seamless portfolio management that balances performance with risk mitigation.

Trust Solutions

At Divergent Capital Asset Management (DCAM), we provide comprehensive trust solutions that enable you to secure your financial legacy and ensure that your wealth is passed on according to your wishes. Our experienced team specializes in personalized estate planning and trust management services, designed to protect your assets, minimize tax liabilities, and provide financial security for future generations.

Powers in all 50 states
Family Trusts, Marital Trusts, Charitable Trusts, Dynasty Trusts, and more
Special assets management, including real estate and closely held businesses

Credit Solutions

We provide a range of tailored credit solutions designed to meet your financial needs with competitive terms, adaptable options, and reliable access. Whether you’re looking to finance real estate transactions, cover business costs, or secure short-term bridge funding, our securities-backed credit lines offer a versatile way to unlock liquidity without disrupting your investments. Our focus is on giving you the financial flexibility to pursue your goals with ease and confidence.

Competitive rates, flexibility, and availability
Securities-based lines of credit for real estate, business expenses, bridge financing, and more

Business Advisory & Exit Planning Services

At DCAM we understand that for many high-net-worth clients, privately held businesses are not just assets—they’re the cornerstone of family wealth and legacy. Our Business Advisory and Exit Planning services are designed to help business owners navigate the complex decisions that come with managing, growing, and eventually transitioning or exiting their enterprise.

Strategic Business Planning, Valuation, Growth Strategies & Capital Structurig
Customized exit strategies designed to optimize value, reduce tax impact, and ensure a smooth transition—whether through a third-party sale, internal succession, or recapitalization.

Estate Planning

Our advisors collaborate closely with you to develop business succession plans that protect your company and family legacy. By integrating insurance solutions and risk management strategies, we ensure that you’re well-prepared for unexpected events while maintaining business continuity. We also specialize in estate planning solutions that preserve wealth while addressing tax liabilities, ensuring a smooth transfer of assets to the next generation.

Comprehensive retirement, insurance, estate planning, and education planning using advanced tools like Orion, eMoney, and MoneyGuide for personalized solutions
DCAM’s platform offers flexibility and integrated tools to ensure your financial future is in good hands, backed by industry-leading partners like Orion Advisor Tech and Fidelity.