Southport, NC Office

DRS Wealth Management serves individuals (including high‑net‑worth and non‑HNW clients), institutional retirement plans, nonprofits, and corporations. The firm provides discretionary portfolio management, access to third‑party asset managers, financial planning, corporate retirement plan consulting, institutional consulting, and an estate‑planning software service.

DRS’s advisers develop individualized investment plans guided by asset allocation and fundamental analysis, and they use an Investment Committee and manager‑due‑diligence process to implement strategies. The firm typically implements portfolios through ETFs (including alternative‑asset ETFs), sub‑advisers/TPAMs, and a third‑party held‑away account platform to review and rebalance accounts it does not custody.

Noteworthy distinctions include the firm’s disclosure of regulatory and arbitration matters involving its representatives, which are described in its Form ADV and should be reviewed by prospective clients. The firm’s advisers also maintain insurance‑agent affiliations and may receive commissions for insurance sales, and DRS relies on third‑party platforms and sub‑advisers (including an estate‑planning platform and held‑away account technology) to extend services beyond its small advisory team.