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Global Portfolio Strategy | September 6, 2024

Contact

Office: (619) 497-0404

Fax: (619) 497-0804

1455 Frazee Road

Suite 950

San Diego, CA 92108

info@dbwmg.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Michael Kevin Donohue, CFP^®| CA | 1455 Frazee Road, Suite 950, San Diego, CA 92108 | CA Insurance Lic. # 0685025

Bryce Jeffrey Porter, CFP^®| CA | 1455 Frazee Road, Suite 950, San Diego, CA 92108 | CA Insurance Lic. # 0K62948

Michael Donohue and Bryce Porter are Registered Representatives with, and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

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