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Dennis V

PFS™, Series 65

Essex Junction, VT

DWV Advisors, LLC

Dennis Voigt is the owner and principal of DWV Advisors, LLC, based in Essex Junction, VT. He holds the PFS™ designation and Series 65 license, with 16 years of experience in financial advisory services. In addition to his advisory practice, he is president and majority owner of the CPA firm DWV CPA PC, which he founded in 1990. DWV Advisors, LLC is a fee-only investment adviser serving individuals, high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm uses a bottom-up quantitative investment process that incorporates fundamental, technical, and cyclical analysis, and combines passive and active strategies with ongoing due diligence, including monitoring of recommended outside managers.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Active portfolio management
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