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.

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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