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DWM DUNPHY WEALTH MANAGEMENT ...we do well when you do wellA Registered Investment Advisor Fee-only Investment Management Retirement Planning and Spending Elder Care/Estate Management
Home Fees and Credentials Contact Us Investment Policy Agreement
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Dunphy Wealth Management, Inc., provides comprehensive, fee-only advice in the areas of investment management, retirement and tax planning as well as elder care/estate decision-making. Since 1990, President James M. Dunphy, CFP, CPA has filled the need of busy people looking for cost-effective financial planning services. A lifelong resident of Cincinnati, Jim is grateful and committed to a loyal clientele who has helped him build a referral-based practice. His demonstrated success in guiding people as they face financial uncertainties has earned him high regard as a highly competent, honest businessman dedicated to providing sensible financial advice. The majority of our clients are busy, upper middle-income people looking for a cost-effective solution to their financial issues. When they have a question or concern, we strive to promptly respond. We want this site to provide another avenue for communication, so please let us know what you need or how we may be more effective as your financial planning partner. How to Get Started Call or e-mail us to set up a complimentary, confidential, no-obligation, initial appointment. If we are well-suited to meet your needs, we will work with you to identify risk tolerance levels based on time horizons and your ability to tolerate volatility. We then assemble suitable diversified investment portfolios using no-load, no-transaction-fee mutual funds. In certain situations, DWM may agree to utilize separate accounts or exchange-traded funds. The portfolios are monitored and periodically re-balanced in an effort to improve long-term performance.
CFP, CERTIFIED FINANCIAL PLANNER and
OFFICE HOURS ARE MONDAY THRU FRIDAY 8 AM UNTIL 5 PM WITH EXTENDED EVENING AND WEEKEND APPOINTMENTS.
THANK YOU FOR VISITING OUR SITE. WE WOULD BE PLEASED TO MEET WITH YOU SOON ! |
Sendmail to
sandy@dunphywm.com
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certification marks owned by Certified Financial Planner Board of Standards,
Inc. These marks are awarded to individuals who successfully complete CFP
Boards initial and ongoing certification requirements.