The Art of
Wealth Management

OUR STORY - PART 1

DTWN’s vision is deeply personal…

The vision developed out of Joe’s 25+ years’ experience at Goldman Sachs, UBS, and Merrill Lynch in which he observed with some dismay the evolution of the private investment and wealth management industry

There was an increasing and persistent sense that something vital was being lost – wealth management became more corporatized and less personal, less creative, and more detached from its original purpose

The uncomfortable feeling was a sense that something vital was being lost – that the new business model neither inspired nor empowered advisors and clients - they were built for institutions…

OUR STORY - PART 2

This discomfort with the status quo - and the sense of loss of the personal and creative - planted the seeds for DTWN

The inspiration for DTWN came during a walk with a client through New York City’s SoHo neighborhood

That walk catalyzed Joe to create a company where advisors would thrive as entrepreneurs and artists and where clients would experience wealth management as a deeply personal and artistic endeavor