A complete list of active advisors currently associated with Dream Life Wealth Management LLC
Warmer can help you find a great advisor at Dream Life Wealth Management LLC or one who fits your needs even better.
Dream Life Wealth Management LLC is a fee‑only independent advisory firm operated by a single advisor that provides comprehensive financial planning and discretionary investment management to individuals and high‑net‑worth individuals. The firm advises on common asset types—stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities—and notes it does not impose a minimum account size requirement. The firm pairs ongoing portfolio management with written comprehensive financial plans, developing personalized investment policies, asset allocation targets, and quarterly account reviews based on client goals and risk tolerance. Its methods include fundamental and technical analysis, modern portfolio theory, and a mix of passive and active strategies with a generally long‑term orientation, while permitting clients to impose reasonable written restrictions. Noteworthy items in the brochure include the firm’s provision of educational seminars and speaking engagements and estate‑planning assistance delivered via a third‑party EncorEstate Plans technology solution, along with business‑planning and employee benefits optimization services. The brochure also highlights the advisor’s prior industry experience predating the firm’s 2025 formation, and discloses that the firm is fee‑only, does not accept sales commissions or performance‑based fees, and implements trades on an individual (non‑block) basis.
To learn more about the advisors currently working at Dream Life Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Charlotte, NC
| 7
|
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