408.260.9600 Make an appointment

Services

DWR Wealth Management list of services include the following as well as custom services on an individual basis.

Investment Management

DWR’s investment strategies are sound, efficient, and well defined. Our approach is based on long-term returns and capital preservation that meet our client’s specific needs. We review and present you with several different investment strategies and select the one that best fits your objectives and risk tolerance.
We are investment advisers, utilizing a disciplined investment management approach that encompasses strategic allocation of investments among a variety of asset classes. We seek to add value through tactical asset allocation and carefully selected investment managers.

Retirement Planning

Sophisticated and thoughtful retirement planning requires obtaining in-depth information regarding a client’s financial position. Information needed includes tax returns, investment accounts including both taxable and tax-deferred. Information about accrued social security benefits and pensions is needed as well. Projections can be created to produce several retirement scenarios.

Financial Planning

Integrated financial planning involves identifying and establishing long-term goals and developing a strategy that systematically identifies the client’s objectives. Recommendations and strategies are made only after a thorough examination and evaluation of the client’s financial situation, which takes into consideration financial assets coupled with the long term goal. DWR Wealth Management objectives are to show how all the areas of planning are interrelated.
We work with each client in order to identify your specific goals and objectives and then construct an investment strategy that not only strives to achieve those goals but also complies with your risk tolerance.

Estate Planning and Charitable Planning

Determining how one wants their wealth distributed can be a challenging and daunting process. Clients can express how their estate will be distributed and we can assist in preparing a well thought out and designed estate plan, including managing multi-generational client relationships. We will bring in outside experts such as estate planning attorneys when needed. As part of the estate planning element, charitable giving can be an effective strategy.
DWR Wealth Management can present several options and strategies such as Charitable Remainder Trusts and Donor Advised Funds to accomplish one’s charitable giving goals.

Education Funding

One of the most important financial goals for parents is providing the requisite funds for their children’s education. Unfortunately, it is also an increasing large financial commitment and developing a well thought out plan is paramount. Developing a plan begins with establishing goals and involves gathering tuition information and analyzing whether a lump sum or annual funding makes sense. There are several options to explore for a well thought out college funding plan.