Dynamic Wealth Solutions LLC
Personalized Wealth Management
Our mission is to strengthen your financial security and peace of mind. Since 2014, we have been providing personalized wealth management services and solutions for clients nationwide. We specialize in developing and implementing personalized financial strategies.
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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.
GET STARTEDWealth 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.
GET STARTEDRetirement 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.
Start PlanningInvestment 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.
GET STARTEDAs Featured On
Don’t take our word for it – we are featured on major media sites.
Co-Founder, Timothy Hooker quoted in The Wall Street Journal “A Guarded Generation: How
Millennials View Money and
Investing” March 2020
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 NATIONWIDE
COMBINED YEARS OF EXPERIENCE
Our Team
Private Wealth Management Specialists
Brian Smith, CRPC®
Co-Founder, Investment Manager & Chief Operations Officer
Kiernan Easton
Co-Founder, Partner & Investment Manager
TD Ameritrade Institutional
Asset Custodian Partner
Made in Pure Michigan
1-844-397-7767
29777 Telegraph Ste. 2417
Southfield, MI 48034
Form ADV Part 2 – Firm Brochure
Investment advisory services offered through Dynamic Wealth Solutions LLC, a registered investment advisor.
The information on this website has been provided by Dynamic Wealth Solutions LLC (“us,” “we, or “ours”) for general information purposes. It does not constitute investment, legal, accounting, tax or other professional advice or services and is presented without any representation or warranty as to the accuracy or completeness of the information.
Investment products are not FDIC insured, not bank guaranteed and may lose value. No investment strategy can guarantee to outperform an index, equal past performance levels, profit, or protect from a loss. The firm only transacts business in states and countries where it is properly registered, or is excluded or exempted from registration requirements. Account opening subject to custodian requirements.