A complete list of active advisors currently associated with DWD Portfolio Solutions, Inc.

Warmer can help you find a great advisor at DWD Portfolio Solutions, Inc. or one who fits your needs even better.

DWD Portfolio Solutions provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and participant account management for individual investors (including high-net-worth clients) and employee benefit plans. The firm also offers plan-level consulting to plan sponsors and implements client-directed restrictions and tailored investment guidelines where requested. Investment advice is individualized and may incorporate model portfolios, outside sub-advisers, and a mix of analytical approaches (including fundamental and technical analysis and Modern Portfolio Theory); client accounts are monitored regularly and reviewed at least annually. For retirement accounts the brochure affirms the firm’s fiduciary responsibilities under applicable Department of Labor guidance and describes the use of a third‑party platform to manage held-away participant accounts with discretionary authority. The firm discloses an affiliation with a law practice through one of its principals and states it may recommend that clients use that legal counsel, with legal services and compensation kept separate from advisory services. The brochure also notes that some representatives maintain broker‑dealer and insurance registrations and that the firm uses endorsements and client testimonials in its advertising — practices the firm discloses as potential sources of conflicts of interest.

To learn more about the advisors currently working at DWD Portfolio Solutions, Inc., 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.