Westchester Wealth Management, operating as DAG Capital, provides personalized investment management and financial planning services to individuals, families, and business owners. Founded in 2020 and led by Vincent G. D’Agnese, the firm utilizes a proprietary "Bucket" methodology designed to emulate institutional family offices, prioritizing proactive risk management and capital preservation across five model strategies ranging from conservative to aggressive. Westchester Wealth Management employs strategic and tactical approaches primarily using exchange-traded funds and mutual funds. In addition to direct portfolio management, the firm offers a "Manager of Managers" program to select third-party managers, comprehensive financial planning covering personal records, taxes, cash flow, investments, insurance, retirement, and estate planning, as well as pension consulting and educational workshops. The firm emphasizes a customized approach tailored to each client's investment policy statement, tax situation, and financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.35% |
Fees for amounts over $1,000,000 are negotiable. Actual fees charged are often below the maximum rates shown.