The Habitz Damsgaard Group

"Our investment approach is grounded in one overriding principle: to grow and preserve assets while managing risk."

Awards and Industry Recognition

Forbes

America’s Top Women Wealth Advisors
2021 • 2020
America's Top Wealth Advisors
2018 • 2017
Best-In-State Wealth Advisors
2021 • 2020 • 2019 • 2018
Top Next-Gen Wealth Advisors
2020 • 2019 • 2018 • 2017
Best-In-State Next-Gen Wealth Advisors
2019

Working Mother Magazine

Top Wealth Advisor Moms
2020 • 2019 • 2018 • 2017
About The Habitz Damsgaard Group

Welcome

The Habitz Damsgaard Group takes a comprehensive and full-service approach to a select group of ultra-high-net-worth individuals and their families, managing a wide range of aspects of their financial lives. With over 30 years of combined market experience, we have developed three key principles that guide the way in which we invest and interact with our clients: High-touch, personalized customer service Access to distinctive investment opportunities Family office approach Our investment approach is grounded in one overriding principle: to grow and preserve assets while managing risk.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
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