A financial plan that truly reflects you is key to reaching your long-term goals.
We take the time to understand you, ensuring every step of your personalized wealth management plan is tailored to you, your family, or your company.
Discover & Understand
Our first chat is all about getting to know you – your personal and financial life, investment experience, and goals.
Share & Inform
After reviewing your information, we'll highlight what's working and what needs attention. We'll provide clear steps to show how we can support you. You decide whether or not to move forward with us - we believe the best relationships are built from comfort and trust.
Plan & Carry Out
Welcome to the DWT family! We’ll create a personalized plan, explore investment options, and work with your CPA, attorney, and other professionals for a holistic approach to managing your finances.
Watch Over & Support
Once your plan is in place, we'll monitor its progress and suggest changes based on your goals and the economic environment. We'll perform reviews, provide regular updates, and stay informed about any major changes in your personal life, work, or business.
A Full Team Focused on You
As our client, you have a dedicated team of wealth management professionals and client service associates. You'll benefit from our collective expertise and comprehensive support. We enjoy working together and believe you'll enjoy working with us too.
Tailored Financial Plans
We craft financial plans and investment portfolios to your unique life, goals, future, and family. The extra mile is worth it for both you and us because it ensures a stable, flexible, and thriving financial future.