Dynamic Wealth Solutions LLC

Fiduciary Wealth Management

Our mission is to deliver investors with superior service and personalized advice to improve their lifestyle. We uphold the fiduciary duty which means were always looking out for your best interest.

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Quick Stats

Dynamic Wealth Solutions LLC was established in the Summer of 2014, bootstrapped by co-founders Brian Smith and Timothy Hooker from a basement trading desk. Today, the firm’s headquarters is in Southfield, Michigan and they serve clients across the country.

aSSETS under management

clients served

2019 Client Service Calendar

COMBINED YEARS OF EXPERIENCE

Our Team

Private Wealth Management Specialists

Timothy W. Hooker, AIF®

Co-Founder, Investment Manager & Chief Compliance Officer

Brian Smith, CRPC®

Co-Founder, Investment Manager & Chief Operations Officer

Kiernan Easton

Co-Founder, Investment Manager & Director of 248 Investment Academy

TD Ameritrade Institutional

Asset Custodian Partner

Services

We specialize in offering business owners and high-net-worth families comprehensive wealth management services that includes personalized asset management, income and retirement planning. Your financial peace of mind is our priority and through ongoing management we can help you achieve your objectives.

Asset Management

You invest differently and we understand that. Achieve your personal investment objectives with a custom strategy managed by our in-house asset managers.

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Wealth Stewardship

Achieve financial peace of mind with oversight of your wealth from a fiduciary advisor. We offer monitoring services for outside wealth managers, insurance policies and can help you outsource services such as accounting, taxes and estate planning.

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Retirement Planning

Planning for your future is a duty we do not take lightly. Achieve your retirement goals with ongoing planning and insights to changes within the investment environment. We can help you create and implement a personal plan for your golden years.

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Investment Advising

DIY investor? Don’t do it alone, we can help sub-advise and manage portions of your net-worth to eliminate biases and emotional uncertainty. Our mission is help you protect, preserve and grow your wealth without sacrificing control.

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