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DWM

DUNPHY WEALTH MANAGEMENT, INC.

associated with belt bookkeeping

...we do well when you do well

weekday, evening & weekend availability · offering in-home or office appointments

Regular Office Hours:           T - W - TH           10:00 a.m. - 6:00 p.m.

1080 Nimitzview Drive· Suite 101 ·Cincinnati OH 45230     ·     PH:    513-232-6333/ fax 1-888-382-4648

How to Get Started

 Call or e-mail us to set up an initial appointment at our office or in your home.

info@dunphywm.com

 

 

DUNPHY WEALTH MANAGEMENT NEWS

We are pleased to be associated with Belt Bookkeeping to improve and expand our tax department. President Karen Belt is an experienced bookkeeper, specializing in QuickBooks®.  Shared personnel include Tracy Green, Denise Pieper and Julie Roeding.  Team Consultant, Linda Smith Berry oversees our joint work flow to ensure that services meet or exceed client expectations.

The Anderson Area Chamber of Commerce www.AndersonAreaChamber.org

James M. Dunphy Professional Associations and Memberships:

american institute of certified public accountants www.aicpa.org

certified financial planner board of standards, inc.  www.cfp.net

 

Send mail to info@dunphywm.com
Last modified: 6/1/2011