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

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
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(312) 580-4086