DLAK Wealth Advisors

Our story starts more than 20 years ago when Rob Koscik started working within the Financial Services Industry. Gaining 10 years of invaluable experience at Fidelity Investments and Charles Schwab, he learned a lot about the industrythe good it can provide and, unfortunately, the conflicts of interest that abound. Such conflicts within our industry often create an environment in which the investment firms themselves are made the greatest benefactors from their relationships. Think of the majority of the investment management industry as fitting into two categories: - Discount Brokerage Firms who achieve low costs through scale, and - Local, Full-Service Firms who are high-cost, but provide a greater depth of service to their clients. When Rob developed our service delivery system, his intent was very specific: Incorporate the good of both business models while eliminating both the lack of personalization on the one hand, and the excessive fees that exist on the other hand. We h...