A complete list of active advisors currently associated with Dual Desert Wealth Management, LLC

Warmer can help you find a great advisor at Dual Desert Wealth Management, LLC or one who fits your needs even better.

Dual Desert Wealth Management offers discretionary asset management and portfolio management services to individual clients and other entities, delivering ongoing, tailored investment programs documented in client files. The firm works under written Investment Advisory Agreements and accepts client-imposed restrictions on securities or types of investments. The firm’s investment approach draws on Modern Portfolio Theory and a mix of fundamental, technical and passive strategies, with portfolios reviewed at least quarterly for alignment with objectives, risk tolerance and opportunities such as rebalancing or tax-loss harvesting. DDWM requires clients to use a specified custodian (Charles Schwab), sends invoices concurrent with fee debits, and does not sponsor wrap-fee programs or use performance-based compensation. Compared with many peers, the firm’s ADV filing shows a small client base and modest discretionary assets under management (discretionary amounts reported as $248,467 as of August 11, 2025), so it presently does not appear to serve a significant high-net-worth clientele despite listing them among potential client types. The principal owner discloses substantial outside business activities (notably ESOP consulting) and the firm operates without trade aggregation and does not vote client proxies, operational choices that distinguish it from many similar advisors.

To learn more about the advisors currently working at Dual Desert 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
Forrest Alexander	Kennewick, WA	1

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support