A complete list of active advisors currently associated with Dwp

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

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.

To learn more about the advisors currently working at Dwp, 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.