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Tyler Ochs, Investment Advisor

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.

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 qualified independent 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 DAG 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.