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Retirement Investment Management Founded by Dentists, Managed by Professionals

Are you searching for an investment team to help plan for your future retirement?

Since 1966 dentists across California have trusted us to design — and manage — personalized investment portfolios for themselves and their staff.

New dental practice?

We’ll build you a 401(k), IRA or ROTH plan that meets your current, and future, retirement needs. 

Established dental practice, retired, or plan to retire soon?

We'll customize a plan for you to maximize your savings.

​Before becoming a member of the Guild, I would hand over a check to my retirement plan without much input as to how the funds were invested or the fees involved.

Jess L. Saenz, DDS
Read more testimonials from CDG members