A complete list of active advisors currently associated with Dynamic Wealth Solutions LLC
Warmer can help you find a great advisor at Dynamic Wealth Solutions LLC or one who fits your needs even better.
Dynamic Wealth Solutions LLC is a state‑registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, foundations, endowments, corporations, small businesses and retirement plans; the firm reports roughly 170 clients and approximately $102 million in assets under management. Its offerings include discretionary asset management, financial planning and consulting, retirement plan advisory (including ERISA 3(21) advisory and 3(38) discretionary management), and self‑directed financial advising packages. The firm’s investment process emphasizes fundamental analysis and disciplined asset allocation, using model portfolios constructed from long‑term relationships among global asset classes and guided by a TREAT framework (time horizon, risk tolerance, expected return, asset class preferences and tax status). Accounts are monitored and reviewed periodically (quarterly or as agreed), portfolios are rebalanced to target allocations, and the firm uses tools such as Riskalyze, RightCapital and Blueleaf and may implement option overlay strategies for qualified clients. Noteworthy characteristics relative to peers of similar size include a three‑advisor ownership structure founded in 2014 that combines traditional percentage‑of‑AUM portfolio management with plan‑sponsor fiduciary services (including 3(38) discretionary management) and on‑demand planning for self‑directed clients. The firm recommends specific custodians (Charles Schwab and Trade‑PMR), does not participate in wrap fee programs, and discloses a referral relationship for tax filing services with an outside CPA firm.
To learn more about the advisors currently working at Dynamic Wealth Solutions 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.
Name |
Location |
Years of experience |
|---|---|---|
Southfield, MI
| 11
| |
Southfield, MI
| 11
| |
Southfield, MI
| 11
|
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