Our Firm

 

A Holistic Approach to Investing

 

The foundation of your relationship with the D’Meza Wealth Management Group is a precise, disciplined approach to long-term investing.

Under the leadership of Jay D’Meza, we believe our lasting client relationships have resulted from our investment planning process supported by solid resources and a highly experienced support team. Deeply rooted in the Atlanta metropolitan community and dedicated to serving the best interests of our clients, we offer a wide range of products and services to help secure your financial well-being.

 Jay is annually recognized as a Premier Advisor within the firm. This designation is held by a select group of Financial Advisors in our firm and reflects a high degree of professional achievement including production.  This status represents the highest degree of accomplishment and commitment to client service at Wells Fargo Advisors Private Client Group.

You can expect our team to listen to what you want, understand your specific needs and recommend objective, meaningful strategies in an investment plan we develop together. Our distinctive approach is based on the fundamental concepts of sound financial advice, quality products, exceptional service and a well-executed plan. By adhering to this process, we develop innovative, custom financial strategies to help balance income, growth, and safety for each client.