Michael K. Donohue, Cfp® Email & Phone Number

What’s your vision of retirement? Do you have confidence in knowing that you’re financially prepared and living life to its fullest? Or, are you spending your time worrying about outliving your money? For more than 30 years, we have been enhancing clients’ lives by combining broad and deep technical financial experience with the ability and desire to understand what matters most to every client. DB Wealth Management Group’s clients have unique individual circumstances and they rely upon us to analyze and develop personalized strategies. By providing advice and insight regarding financial alternatives and educating with clear explanations of relevant concepts we strive to transform financial visions into reality.We believe comprehensive wealth management isn’t found in any one product or technique but through a thoughtfully designed game-plan centered around the personal vision of each client. We look forward to exploring how DB Wealth Management Group can strive to help create and preserve your wealth so your vision can become your reality.Accomplishments: 2022 and 2024 Best-in-State Wealth Advisor* by ForbesFIVE STAR* Wealth Manager by San Diego Magazine from 2012 to 2024Areas of concentration: Integrating investment, tax, personal risk management, retirement income and estate planning strategies.D.B. Wealth Management Group and LPL Financial do not provide legal advice or tax services.* 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.*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2024 Five Star Wealth Managers. This award is not indicative of the success or performance of any future investment advice provided by the recipient.