DAG Wealth

Jose Amaro

Investment Advisor

Jose Amaro is an Investment Advisor with DAG Wealth. A graduate of the New Jersey Institute of Technology, he holds the Series 7, 63, and 65 licenses along with the CRPC designation and the CBDA certificate. He came into advising after working across banking, wealth management, operations, and advisory roles, including positions at PNC Bank, Merrill Lynch, Fidelity, Personal Capital, and Empower, which showed him how confusing financial decisions can be for clients. That breadth taught him to work directly with clients, support complex accounts, and explain financial concepts clearly across both traditional investments and digital assets. His work ethic comes from genuinely caring about the people he serves, believing financial advice should feel clear, thoughtful, and personal rather than rushed or transactional. Outside of work he spends most of his time with his wife and son and staying active with soccer, pickleball, and the beach, and he enjoys reading and podcasts. He tells new clients the first meeting is simply a no-pressure conversation about what matters to them. He lives in Lawrence, New Jersey.

Compliance

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services; tax matters are handled through referrals to qualified tax professionals. DAG is not a financial advisor and does not provide financial advice. Investment advisory services are offered through Digital Wealth Partners LLC (CRD No. 328627), an SEC Registered Investment Advisor. Digital Wealth Partners LLC is doing business as Digital Ascension Group – Wealth (“DAG Wealth”). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov. Registration does not imply a particular level of skill or training.

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