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 discretionary investment management, financial planning, selection of third‑party advisers, and pension consulting to individuals, high‑net‑worth clients, business entities, charitable organizations, and retirement plans. The firm manages roughly $221 million across a four‑advisor team and serves about 171 client relationships. The firm implements risk‑based asset allocation models informed by modern portfolio theory, typically using diversified allocations to no‑load mutual funds and ETFs and exercising discretionary trading authority when engaged. It conducts ongoing monitoring with periodic reviews, offers financial planning as a standalone or complementary service, and acknowledges its ERISA fiduciary role when advising retirement plans. A distinctive feature is that the adviser is under common control with an affiliated CPA firm that provides tax preparation services and includes advisory personnel who are CPAs; the brochure discloses this relationship, the resulting conflict of interest, and that clients are under no obligation to use the affiliated accounting services. The firm also discloses its custodial relationships and practice‑management benefits received from custodians and describes policies intended to manage the conflicts those arrangements create.

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.