A complete list of active advisors currently associated with DWM Family Wealth

Warmer can help you find a great advisor at DWM Family Wealth or one who fits your needs even better.

DWM Family Wealth advises individual and high‑net‑worth clients, providing asset management through a third‑party sub‑adviser, written and modular financial planning, one‑time and as‑needed consultations, and occasional educational newsletters. As of January 2026 the firm reports approximately $23 million in assets under management across 34 client relationships. Rather than directly executing portfolios, the firm selects, conducts due diligence on, and monitors an appointed sub‑adviser that typically has discretionary trading authority and implements investment decisions. The firm’s investment work emphasizes strategic asset allocation, periodic rebalancing and a mix of fundamental and technical analysis; financial plans are delivered as advice only and do not include implementation or ongoing monitoring unless a separate asset management agreement is executed. What is uncommon about this firm for its category is its reliance on a single, exclusive sub‑adviser (DGS Capital Management), including a disclosed fee‑sharing arrangement with that sub‑adviser and a role focused on communication and oversight rather than direct portfolio management. The firm also does not take custody of client assets or vote proxies on clients’ behalf, and it describes tailoring of services to individual client needs while leaving trade execution, custody and proxy voting to custodians or the sub‑adviser.

To learn more about the advisors currently working at DWM Family Wealth, 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.