DAG Wealth

Stefan Griess

Investment Advisor

Stefan Griess is an Investment Advisor with DAG Wealth. A graduate of Grove City College, he holds the Series 65 and the Project Management Professional (PMP) certification from PMI. He spent 12 years as an IT engineer before joining DAG Wealth, drawn by where he saw the financial rails heading and the firm's position for the future. His strengths include technical problem solving, customer engagement, and a detailed understanding of financial software, and he aims to ensure complete understanding and authentic alignment between clients and providers. Raised by parents who kept the family busy and never idle, he brings a strong work ethic, genuine concern for clients' financial and personal well-being, and a curiosity about digital assets. Outside of work he spends his time with family. He wants new clients to know they will be heard, understood, and have their trust earned, with their interests and values kept top of mind. He lives in Hudsonville, Michigan.

Disclosures

DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. 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 independent qualified tax professionals.

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.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.

Insurance products and services are offered through Xure Insurance or its affiliates.

Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). 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.

Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.

Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.

Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.

The information on this site is for general educational purposes and is not legal or tax advice.