DAG Wealth

Tyler Ochs

Investment Advisor

Tyler Ochs is an Investment Advisor with DAG Wealth. A graduate of the University of Missouri-Columbia, he holds the Accredited Asset Management Specialist and Chartered Retirement Planning Counselor designations, a Certification in Blockchain and Digital Assets, and the Series 7 and 66. He previously served as a financial advisor at Edward Jones and an investment counselor at Fisher Investments, and he sees wealth management as the perfect combination of helping people and investing. His strengths span complex financial planning, investment management and portfolio construction, emotional coaching and communication, and relationship building. A hard work ethic instilled by his father through sports and school keeps him from ever just going through the motions. Outside of work he enjoys sports, travel, food, the beach, the gym, and time with family and friends, and often connects with clients over a shared love of travel. His goal is to take the stress off clients' shoulders and help them achieve their dreams, wants, and wishes. He lives just north of Sarasota, Florida.

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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