Welcome to Desla Wealth Management. We are honored to begin this partnership with you
At Desla Wealth Management, we know that navigating the financial world can be complex. That’s why we’re here, to bring clarity, confidence, and results that matter most to you.
At Desla Wealth Management, we provide personalized solutions designed to meet your unique goals As an independent fiduciary, we are legally and ethically committed to putting your best interests first. This responsibility is central to every decision we make and every conversation we have. It’s not just our duty; it is our promise to you. Whether you are building wealth, preparing for retirement, or planning your legacy, we provide insight, strategy, and support to make your financial journey as intentional and secure as the future you envision.
This welcome packet is designed to help you feel confident and informed as we begin this journey together. Our goal is to make your experience seamless and empowering as we work to achieve your financial objectives
Thank you for choosing Desla. We’re glad you’re here.
1080 Jordan Creek PWKY Suite 202C West Des Moines, IA 50266
Dean@deslawealth com 515-452-0001
https://www.deslawealth.com
Our Mission
To help individuals, families, and businesses grow and protect their wealth.
Core Values
1. Trust
We pride ourselves on providing honesty and clarity in everything that we do.
2. Transparency
We believe being transparent with our clients is the best policy. We make sure you know everything we do, from choosing suitable investment strategies to cost structure.
3. Accountability
Accountability ensures that we act in the best interests of our clients. We provide proactive and honest client communication to foster trust and build long-term relationships.
Our Commitment
Ethical and fiduciary responsibility
Always acting in your best interest. Transparent disclosure of fees and potential conflicts of interest.
Transparent communication
Clear explanations of investment strategies and potential risks. Regular updates on your investment portfolio with full account access at all times.
Confidentiality and security
Strict confidentiality in handling your financial information and robust security measures to protect your personal and financial data.
Prompt and personalized service
Prompt responses to your inquiries and concerns. Personalized attention from a dedicated wealth manager.
Proactive monitoring and management
Continuous monitoring of your investments and financial plan, with timely adjustments to your portfolio to align with changing market conditions and your personal circumstances.
Our Process
Initial meeting
Setting up a time to meet with us is the first step. Here, we get to learn about one another, ensuring we are the right fit for each other while discussing your financial goals. This is where you tell us about your family, goals, dreams and aspirations.
Analysis
In this step, our focus is to review and analyze your current investments and statements to develop an adequate and unique investment strategy. The plan is then presented to you before moving on to the next step.
Implementation
During this phase, we implement your personalized investment strategy and work with you to open your account(s). Your portfolio will be composed of curated investments that we manage.
Ongoing review
We continuously manage and monitor your portfolio and make the necessary changes to potentially seek the best outcome. We also meet with you regularly to keep you informed about your investments to ensure the investment strategy is still aligned with your financial goals.
Meet Your Wealth Manager
Dean Khatib
Dean is passionate about investing and helping people achieve their financial goals. He enjoys working directly with clients, taking the time to understand their unique needs, and building solutions tailored to their objectives. With over a
decade of industry experience and advanced financial education, Dean specializes in designing personalized investment strategies that align with each client’s vision. He is known for building strong, trust-based relationships and providing hands-on guidance, helping clients feel informed, confident, and empowered throughout their financial journey.
How We Communicate with
our Clients
At Desla Wealth Management, we prioritize clear and consistent communication. Here’s how we keep you informed:
Personalized Meetings
Regular check-ins to discuss your financial goals and strategy.
Ongoing Support
Prompt responses to any questions or concerns via phone, email, or virtual meetings.
Client Portal
24/7 access to your investment account, reports, and key documents.
Onboarding Guide
1 2 3
. Review your client agreement and enclosed documents.
. Log into your client portal.
. While not required, you may schedule a follow up meeting with Dean to confirm all documentation is complete and to ensure everything is fully set up and aligned with your goals moving forward.
4. Stay connected
Follow us on LinkedIn and subscribe to our market insights on our website.
