Wealth can provide a world of possibilities, but only if it’s managed with experience and intention.

Building and keeping your wealth looks different at every stage of life. That’s why our multigenerational team combines decades of experience with modern financial insight to serve as your private wealth manager, helping you grow, preserve and pass on your wealth with confidence.

Dannah Investment Group is led by the father-son duo of Richard and Kyle Rodgers. Kyle started his career as a project manager for a CFO overseeing a $1 billion balance sheet before bringing his talents to the family business in Dallas. Richard is a seasoned chief executive and entrepreneur with over 40 years of experience working in some of the nation’s largest automotive groups and the sixth-largest corporation in the world. Joe Wainer rounds up our sales leadership team, having generated over $170 million in grants during his time as president of a large nonprofit.

Together, their experience in strategic financial management, investing, insurance, risk transfer and minimizing tax liability enables them to craft both offensive and defensive financial strategies that help individuals and businesses make more and keep more of their money. 

Your financial situation is unique, and your wealth management strategy should be, too. Our team partners with you to create a customized plan that aligns with your goals, timeline and the legacy you want to leave.

While your specific plan may include a variety of wealth management strategies, a few areas we commonly support include, but aren’t limited to:

From leveraging direct and alternative investments to structuring portfolios that prioritize tax-efficient returns, our team helps you keep more of what you earn.

Our team helps you evaluate opportunities, understand risk and incorporate real estate into your portfolio for a diversified and balanced investment strategy.

Protect the income you’ve worked so hard to build.

Our team specializes in insurance planning, recognizing that defense is just as important as offense within your wealth management strategy.

When used properly, insurance can act as your financial plan’s safety net and:

• Provide retirement income replacement
• Pay off debts
• Pay living expenses
• Pay any medical or final expenses
• And more

We help you confidently transition into retirement by creating a custom strategy that balances longevity, risk tolerance and tax impact. This may include planning around RMDs, Social Security timing, Medicare decisions, long-term income sustainability and more.

Your wealth should continue to work for the people and causes you care about.

Our team collaborates with your attorney or our associated attorney to ensure your wishes are legally and financially supported. We may discuss:

• Properly funding your trust
• Updating beneficiaries 
• Utilizing investments and life insurance to minimize the impact of estate taxes on heirs 
• Living wills 
• Financial and medical power of attorney
• And more