About us
DKM Wealth Management, Inc. (DKM) was started in October 2021 by Danny Miladinovich to create a Registered Investment Advisory (RIA) firm that was independent and free from corporate control. Danny wanted to create a firm that could be flexible and meet client's needs immediately. Client service, personal relationships, and thoughtful advice are the cornerstones of the firm. The Advisors' education and experience in wealth management, estate planning, tax, insurance, and business planning, give them the ability to provide expert advice in all aspects of a client’s financial picture.
DKM has invested in sophisticated technology allowing clients access to an investment portal that shows them investment performance and asset allocation at all times. DKM has a wide range of investment options including private investments from private equity, real estate, and private debt. DKM focuses on tax management and suggests ways to decrease long-term tax liability through the use of asset placement, tax-loss harvesting, Roth IRA conversions, and many other strategies.
Danny Miladinovich, CEO & Owner
CPA, CFP®, MST, RICP®, CLU®, CAP®
Danny Miladinovich graduated from the University of California, Davis, with a degree in Managerial Economics. He then worked at a CPA firm in Stockton, CA for 7 years where he earned his CPA license and also received his Masters in Taxation from Golden Gate University. He then left to work at Northwestern Mutual where he became the Estate and Business Planning Specialist for Orange County. Danny worked with more than 100 business owners on all topics ranging from succession planning, employee incentive plans, insurance, investments, estate planning and tax mitigation. While at Northwestern Mutual, Danny earned his CLU®, CAP®, RICP® from The American College of Financial Services and also received his CFP® designation. In 2018, Danny was recruited by a larger RIA to be a Wealth Advisor for their firm. Danny served as the President of the San Joaquin Estate Planning Council from 2020-2022. In 2021, Danny started DKM to allow himself more freedom and flexibility to give his clients the service they deserve.
Designations:
CPA - Certified Public Accountant licensed and regulated by the state of CA
CFP® - Certified Financial Planner™ - www.cfp.net
MST - Masters in Taxation from Golden Gate University
RICP® - Retirement Income Certified Professional™ from The American College of Financial Services
CLU® - Chartered Life Underwriter™ from The American College of Financial Services
CAP® - Chartered Advisor in Philanthropy™ from The American College of Financial Services
Taylor Welz, Senior Advisor
CPA/PFS, CFP®
Taylor joined DKM in 2022. Taylor has over 30 years of experience in the investment industry working with retirees, retirement plans, business owners, and highly compensated employees of closely-held businesses. Prior to DKM, Taylor was the President and Chief Compliance Officer of Welz Financial Services, Inc. and prior to that he founded the Investment Advisory Services Department at Bowman & Company, LLP.
Designations:
CPA - Certified Public Accountant licensed and regulated by the state of CA
CFP® - Certified Financial Planner™ - www.cfp.net
PFS – Personal Financial Specialist - certification for CPA’s expanding expertise for financial planning and wealth management.
Trudy Fitzpatrick, Client Services
Trudy has been with DKM since inception and leads Client Services. Trudy meets client's needs with a personal, hands-on approach, where she knows your voice and is willing to help you succeed with your financial needs.
Trudy started her career in the banking industry and transitioned to the securities industry in 1982, working for a brokerage firm as a Compliance Officer and Assistant Wire Operator for Kidder Peabody. Trudy joined Delta Wealth Management, Inc. in July 1998 and worked there for 14 years in Customer Service and Portfolio Data Distribution. Trudy joined Welz Financial Services, Inc. in November 2009 where she worked for 16 years. In 2019, Trudy began working with Danny as his client service representative at a larger RIA firm.
Trudy has spent most of her 39-year career in the customer service field. Trudy feels most comfortable helping clients with their financial needs and navigating through the process until its completion.