Giving Back

More than Money It's About Meaning

Behind every financial plan is a person, a family, a community. At DWT Wealth, giving back is a core part of our mission to help people thrive through opportunity, connection, and lasting impact.

Passions that Drive Us

Events

We love bringing people together. Through workshops, volunteering, dinners, and game days, our events provide a chance to connect with others who want to do good and have fun doing it.

Financial Education for Your Team

Help your employees make smarter financial decisions with educational events from DWT. We simplify 401(k) plans, retirement strategies, and investing basics, empowering your team to plan confidently for the future.

Let’s bring financial clarity to your workplace.

Contact Us

Lead with Heart, Change the World

ThinkAdvisor Luminaries Blue-Circle

ThinkAdvisor Luminaries Awards

Jason DiLauro was a 2024 Luminaries with Hearts Honoree. The Luminaries Awards showcase excellence in financial services and spotlight innovative contributions from both firms and individuals.

Learn More
iio-awards-finalist-dark

Invest in Others Awards

Jason DiLauro was a 2022 Invest in Others Community Service Award Finalist. The Invest in Others Awards program recognizes financial advisors who are making a difference with charities across the country and around the world.

Learn More