We expect to build a trusted advisory relationship with all our clients.
The key to a successful financial goal is to integrate all aspects of the planning spectrum, such as investment management, tax, retirement, estate and charitable planning into a well thought out comprehensive and coordinated plan. By integrating the complete process and making decisions based on the entire array of information, we can provide a coherent and well thought out plan.
Our team helps create a trusted and advisory relationship with clients. We work closely with clients to understand their goals. Then to create a strategy that helps achieve those goals. We review and make changes to the plan as deemed necessary.
As an independent fee-based investment advisor, we seek to add value, through a fully thought out investment plan, utilizing non-commissioned investment products. We are trusted and transparent advisors.
DWR Wealth Management LLC is a registered investment advisor with the California Department of Corporations.
Our mission is to help our clients identify their financial goals. Then we advise the client on management and coordination of their assets to achieve this goal. As a trusted partner, we assist clients in navigating their financial challenges and help them make the decisions that ultimately achieve both short and long term goals.
DWR Wealth Management was started in 2005 with the goal of building a team of experts to help clients achieve their financial goals. Our team has provided investment management and financial planning services, primarily to clients of Dunham Associates CPAs. Those clients include successful business professionals both from small business and corporate entities. The firm was created to fill a need, expressed clients of Dunham & Associates CPAs to provide unbiased and objective advice that could only be offered through a fee-based business model. Recently, we have expanded our client base beyond those of Dunham Associates CPAs and work with individuals from a wide spectrum of referral source.
Traditionally, the financial services industry offers investment products through a commissioned based sales channel. Our vision was to create a firm that offered independent investment and financial planning advice that is transparent and impartial by the inherent conflicts offered by the traditional commissioned based firms. As fee only advisors, the client’s interest is at the fore front and not driven by a potential product sales commission.
The company was formed as a Registered Investment Adviser Company with the state of California, which allows us to take on a fiduciary role with our clients. This allows for an enhanced client relationship and incorporates a strategy inclusive of both a tax perspective and investment point of view. This approach provides the client a well thought out plan for achieving both short and long term goals.
Today, we have expanded our services to include providing and managing company retirement plans, both defined contribution and benefit plans. Looking forward, DWR Wealth Management is committed to strategically growing the firm by enhancing our services by incorporating cutting edge technology and enhanced financial strategies, while incorporating the highest level of professionalism.
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