Private Wealth Services

Taxes reduce your return on investment. While you can't totally eliminate the taxes related to your investments, you can substantially reduce or defer them with proper tax planning. That's what Dark Horse Private Wealth is all about...minimizing the taxes that eat away at your investments. We build financial plans and investment strategies for our clients that equally weigh tax efficiency and overall investment performance.

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Investment Management

Traditional investment strategists seek to outperform markets by gaining an edge over all other market players in finding and exploiting projections in perceived future value. Without fail, studies by investment firms and analysts have demonstrated that these tactics are expensive to employ and are frequently fruitless. Given the high failure rate of this methodology, investors risk losing out on the robust returns offered by exposure to the markets. Our more modern, data-driven investment approach enables us to tap into the strength of the capital markets with greater efficiency.

Matt Poole

Chief Wealth Advisor
San Diego, CA
Years of Experience
I am ready to face any challenges that might be foolish enough to face me
Dwight Schrute

Sports, finance, and family. Not necessarily in that order, but it’s safe to say these areas of Matt’s life are where the majority of his time has been invested. As a kid, utilizing every spare moment to play 2-on-2 wiffle ball, basketball or touch football with his 3 brothers, while consuming all t

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It Really is a No-Brainer

If a good financial advisor increases your returns by an additional 3% per year, imagine what the Dark Horse team can do for you.

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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The Dark Horse Advisor's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Dark Horse Advisors, LLC, an Investment Advisor registered with the State of Nevada. Registration does not imply a certain level of skill or training. 

Certain Investment Adviser Representatives of Dark Horse Advisors, LLC are dually registered with DFPG Investments, LLC as Registered Representatives of the broker-dealer and Investment Adviser Representatives of the Registered Investment Adviser. Securities offered through DFPG Investments, LLC member FINRA/SIPC.