About Us

Our Experience

For over 25 years, Desert Capital Management Group (DCMG) has been a trusted partner in navigating the complexities of the financial landscape. Since our founding in 1997, we have consistently helped our clients surpass their financial goals. Our long-standing relationships are a testament to the trust and confidence our clients place in us. We are committed to earning that trust every single day. We believe in making our top-tier services accessible, ensuring expert financial guidance is always within reach.

Our Mission

At Desert Capital Management Group, our mission is to strategically guide clients toward financial growth by providing tailored investment solutions that align with their values and goals. We ensure that our clients receive the highest quality of service, grounded in industry best practices, to help them achieve and maintain positive financial health.

Altruist: A Trusted Custodial Partner

At Desert Capital Management Group, we are proud to partner with Altruist, a leading fiduciary custodian serving thousands of advisors across the U.S. As the third-largest custodian by advisors served, Altruist combines security, innovation, and personalized support to enhance your investment experience.

A Legacy of Excellence

In March 2023, Altruist acquired Shareholders Service Group (SSG), an award-winning brokerage and custodial platform with over 20 years of experience serving independent advisors. This strategic acquisition expanded Altruist's services and reinforced its commitment to providing exceptional support to both advisors and clients.

Innovative Solutions for Your Financial Journey

Altruist's cutting-edge technology offers seamless account management, real-time performance insights, and full portfolio transparency. Their client-first approach ensures your assets are safeguarded while providing the tools needed to achieve your financial goals.

By partnering with Altruist, we align with a custodian that shares our dedication to trust, excellence, and your financial success.

The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by Desert Capital Management Group or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. All Content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the Site constitutes professional and/or investment advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Desert Capital Management Group is not a fiduciary by virtue of any person’s use of or access to the Site or Content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the Site before making any decisions based on such information or other Content. In exchange for using the Site, you agree not to hold Desert Capital Management Group, its affiliates, or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other Content made available to you through the Site.

CRD#: 322100. Learn more on the SEC website, or search our current CRD number on Broker Check.