As Founder of Dietz Asset Management, my practice specializes in assisting property owners find solutions in the 1031 transfer process. We start with the planning first and then provide personalized money management utilizing tailored portfolios designed to fulfill each client’s objectives. I oversee discretionary equity and fixed income portfolios utilizing price discipline and a value-oriented approach. With a comprehensive approach to investing, I consider all aspects of financial planning including the short- and long-term goals and risk tolerance of each client. I have over 20 years of experience in business strategy including managing assets for individuals, trusts, and corporations. The Dietz Group was founded in 1996 during my tenure at Ferris, Baker Watts, Inc._______________________________________________________________________________Important DisclosuresSecurities offered through Coastal Equities, Inc. Member FINRA/ SIPC. Investment Advisory Services offered through Coastal Investment Advisors, a US SEC Registered Investment Advisor.Dietz Asset Management is a separate company from Coastal Investment Advisors and Coastal Equities, Inc.