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

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

DWR Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, charitable organizations, and retirement plans. Services include discretionary and non-discretionary portfolio management, standalone financial planning, selection of third‑party advisers, and pension consulting for ERISA‑covered plans. The firm’s investment approach is risk‑based and grounded in modern portfolio theory, implementing diversified models that typically use no‑load mutual funds and exchange‑traded funds across a range of risk profiles from conservative balanced to pure equity. Advisors monitor accounts on an ongoing basis with periodic reviews, discourage short‑term market timing, and perform due diligence on custodial and third‑party platforms used for trading and reporting. A distinctive feature of the firm is its affiliation with Dunham Associates CPAs, a separate CPA practice under common control, which creates opportunities for coordinated tax and advisory services; the brochure discloses this relationship and notes clients are under no obligation to use the affiliated CPA. DWR manages roughly $221 million for about 171 clients with a four‑advisor team, a configuration that results in a relatively concentrated advisor-to-client relationship supported by institutional custodial platforms.

To learn more about the advisors currently working at DWR 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.

You can also browse DWR Wealth Management, LLC's office locations.