Dwp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$151,136,793
Clients
134
Advisors
3
of 6 employees
About
DWP serves individual clients (including both high‑net‑worth and non‑HNW individuals) and a range of institutional and business clients—its Form ADV lists pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities—and its client base also includes insurance company clients, a client type that is uncommon among peers. The firm provides personalized financial planning and investment management services.
The firm offers both discretionary and non‑discretionary portfolio management alongside broad‑based financial planning, tailoring strategies to clients’ objectives, monitoring portfolios, rebalancing as needed, and implementing tax‑loss harvesting where appropriate. Its stated investment methods include fundamental and cyclical analysis and it may use a wide set of instruments (equities, fixed income, mutual funds and ETFs, options, futures, limited partnerships, and variable annuities); custody and execution are provided through Schwab Institutional, to which clients are routinely directed.
Distinctive aspects include managing roughly $208 million in discretionary assets while operating with a small advisory team, and serving insurance company clients despite that smaller adviser scale—an uncommon combination for supported firms. The brochure also highlights operational features such as combining household accounts for administrative purposes and a fiduciary disclosure for retirement plan and IRA rollover advice under DOL PTE 2020‑02.
Client services
Expertise
Fee options
Financial planning services offered on a retainer basis, minimum $750 per quarter paid in advance; retainer amount based on client complexity and net worth
Account minimum: $100,000 Minimum fee: Minimum quarterly retainer fee of $750 ($3,000 annually) for financial planning services, with discretion to waive or reduce
Main office
18720 Mack Avenue, Suite 100
Grosse Pointe Farms MI 48236
Advisors at this office
3
Florida · Michigan · Texas
Also doing business as
Deseranno Corp. · Deseranno Corporation · Deseranno Wealth Management · Deseranno Wealth Planning · Dwp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Steven S
CFP®
Grosse Pointe Farms, MI
Dwp
Steven Sicklesteel is a CFP® professional with 15 years of experience, currently serving at DWP in Grosse Pointe Farms, MI. He has worked at Deseranno Corp since 2007. DWP provides personalized financial planning and investment management to individual clients, including high-net-worth individuals, as well as institutional entities such as pension plans, trusts, and charitable organizations. The firm employs a tailored investment approach combining fundamental and cyclical analysis, offering both discretionary and non-discretionary management across a broad range of investment types.
Alandress G
Series 63, Series 65
Grosse Points Farms, MI
Dwp
Alandress Gardner is a financial advisor at DWP with 15 years of industry experience. Gardner holds Series 63 and Series 65 licenses and has been with Deseranno Wealth Management since 2008. Gardner also operates Gardner Financial and Life Planning, providing investment advice primarily through a relationship with Deseranno Wealth Management. DWP offers personalized financial planning and investment management to individual and institutional clients, including high-net-worth individuals and various business entities. The firm employs a mix of fundamental and cyclical analysis, manages approximately $195.1 million in discretionary assets, and maintains a broad investment approach that includes equities, municipal securities, options, futures, and other instruments.
Robert R
CFP®, Series 65
Grosse Pointe Farms, MI
Dwp
Robert Rahaim is a CFP® with 17 years of industry experience and is currently affiliated with DWP. He has worked at DeSeranno Corp. since 2003. DWP provides personalized financial planning and investment management to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental and cyclical analysis with a range of investment strategies and manages approximately $195.1 million in discretionary assets through a four-advisor team.
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