About
Wealth management
with a human heart.
The Principal
Debra Goodstein
Debra Goodstein founded DG Private Capital on a conviction that great wealth management is, at its core, a deeply personal endeavour. Numbers matter. But the life those numbers are meant to serve matters more.
With decades of experience spanning investment management, financial planning, and estate strategy, Debra has guided individuals and families through every kind of financial season — growth years, transitions, loss, and legacy. She brings the same rigour and attention to a first-generation wealth builder as she does to a multi-generational family estate.
Clients describe working with Debra as rare: someone who genuinely listens, explains without condescension, and stays by your side for the long term.
Philosophy
Your wealth.
Your story.
DG Private Capital was founded on the belief that the financial industry too often makes wealth feel cold and distant from the lives it's meant to enrich. Debra built this practice to feel different — approachable, warm, and genuinely excited about your future.
We take a holistic view: your investments, your estate, your tax position, your goals, and your family dynamics are all connected. We plan accordingly, and we revisit that plan as your life evolves.
Our Name
Private by design.
DG Private Capital carries the initials of its founder, Debra Goodstein — a deliberate choice. Every client relationship begins and ends with her direct involvement. This is not a firm where your name gets lost in a database. It is a private practice built around you.
Private capital management is about more than portfolios. It is about understanding what your wealth means to you, who it is meant to protect, and what kind of future it is meant to build. That is the conversation Debra wants to have with you.
Ready to start?