SERVICES WE OFFER
As a client of DWMG, you will find a wide array of comprehensive financial planning tools, expansive investment & insurance options and years of experience to help guide you toward your financial goals. Along with our experience & expertise, we utilize the latest software in order to effectively and efficiently manage our clients investment portfolios. Additionally, as an insurance broker, we are able to bring our clients the highest quality & most competitive options from over 100 providers to satisfy necessary life insurance, annuity & disability insurance needs.
How are we compensated? It is a common question these days, but not one we shy away from. Primarily, we are fee-based - meaning that our financial interests are mutually aligned with yours: the fee's paid to us from your investments are directly tied to your account values. Financial planning services are provided at a fixed rate determined in the initial consultation. Select investment options & insurance products are offered on a commission-only basis, but regardless of services utilized, fees & expenses will always be disclosed and discussed prior to acceptance.
FINANCIAL PLANNING
Comprehensive financial planning utilizing our experience along with unrivaled software to provide a clear & effective plan for your financial needs & goals now and into the future. Primary planning topics include budget management, retirement income planning, investment strategy, estate planning, survivor & insurance analysis, and Monte Carlo calculations.
INVESTMENT MANAGEMENT
We offer a full suite of investment management platforms including non-retirement and qualified retirement portfolio's built around equity, fixed income & mutual fund positions, as well as more specialized vehicles such as Unit Investment Trusts (UIT), Private Placements, Real Estate Investment Trusts (REIT), and leverage-enabled managed accounts. Regardless of the investment type, our expertise & knowledge will form the backbone of whatever investment strategy your financial situation deems appropriate.
INSURANCE MANAGEMENT
As an insurance broker, we work with over 100 life insurance, annuity & disability insurance providers, allowing us to provide you with the highest quality & most competitive fixed and variable insurance options available.
While we are unable to provide Property & Casualty insurances (i.e. homeowners, car insurance, etc), we have qualified, highly vetted P&C brokers to assist our clients.