DWM works with clients to identify a growth or income strategy and appropriate risk tolerance level based on time horizons and ability to tolerate volatility. We then assemble suitable diversified investment portfolios that may include cash, certificates of deposit, bonds and no-load, no-transaction-fee mutual funds. Active investment management with fees based on a percentage of assets under management.
Create a financial strategy with us that fits your long term goals and allows for your lifestyle in the short term.
Certified Tax Expertise
We provide tax preparation and expert tax advisory services for business and individual complex tax planning and returns.
Let us help you navigate the complex process of estate planning and ensure that you're comfortable with the distribution plan for the life you've worked so hard to build.
Nonprofit and Philanthropic Planned Giving
We support foundations, nonprofits, and individuals in creating roadmaps for planned giving that fit with a long term plan.