No two financial plans are the same. Active listening and a judgment-free zone are critical in our process. Our job is not to tell you how to spend your money, but rather to make you aware of trade-offs and opportunities, and actions we believe will maximize your financial freedom. We offer a variety of financial planning services, on a standalone basis or in connection with our investment management service.
Based on your goals, time horizon, and risk tolerance, we recommend an investment strategy that is aligned, implement our strategy, then closely monitor and rebalance your investments in keeping with your objectives. We engage in a rigorous investment selection process, and believe our clients are best-served with diversified, liquid, cost-effective strategies that are transparent and easy to understand.
Retirement plan platforms have become more competitive and flexible. When was the last time you reviewed your plan options? We work closely with you to review your plan documentation, structure, and costs to assess how closely they align with your goals and participant trends. As fiduciaries, we seek to help you improve your plan administration and participant outcomes.
Our goal is to serve as your trusted financial counsel, and to be your first point of contact for financial questions. From financial planning and investing, to everyday questions, to engaging one of our third-party professional partners for legal or accounting advice, we strive to save you time and resources, and to provide you with high-quality, relevant advice when you need it.
If a topic is not within our direct expertise, we'll let you know. Within our extensive network of third-party professionals, chances are a solution is just a step away. Our network includes professionals in the following areas*:
*Services mentioned are provided by third-parties, not by DWM. DWM does not provide legal or accounting advice.