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Daniel M
Series 63, Series 65, Series 66
Castle Rock, CO
DWM Family Wealth
Daniel Maurer is an advisor at DWM Family Wealth with 34 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at several firms including James Alpha Advisors, FDX Capital LLC, and Gerstein Fisher. Maurer also assists with sales and marketing for Capital Tide, focusing on the distribution of private placements to RIAs. DWM Family Wealth serves individual and high-net-worth clients by providing asset management through a third-party sub-adviser, along with written and modular financial planning and consultations. The firm emphasizes strategic asset allocation and uses a single exclusive sub-adviser for portfolio implementation, without taking custody of client assets.
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