The Danielson Group Wealth Mgmt act as a personal CFO and wealth mentors for a select number of high net worth individuals and families. We are committed to a systematic, principled approach to wealth planning. Probably most important; we are proactive in our efforts to help clients secure a rich, rewarding life.Our well established personal CFO program simplifies financial decision making and helps clients translate the complexities of wealth into a more simplified easy to understand road map. We follow a disciplined investment process which is grounded in robust academic research based on the best practices of leading financial economists. All of our professional activities are driven by our clients' financial and life goals.