Our first job as advisors is to understand YOU as an investor. We believe each client's situation is different and our mission is to deliver the best solutions for your goals.
Our investment processes are founded on decades of academic research, extensive empirical data and leading portfolio management theories. The resulting process avoids speculative stock picking, market timing and forecasting, efforts which have been shown to hinder long-term returns.
We provide clients with transparent and independently certified advice because we are not affiliated with an investment company or broker/dealer. On staff, we have an Accredited Investment Fiduciary AIF® and Chartered Retirement Planning Counselor CRPC® to grow, protect and preserve your wealth for future generations.
Our management philosophy is based on the acronym TREAT:
T: Time horizon of the client and account type considerations.
R: Risk number and preferences.
E: Expected return necessary to meet the client's goals and objectives.
A: Asset class preferences and portfolio size of the client.
T: Tax status of the client and account title.
The initial process to becoming a Private Client of DWS includes a free, no obligation "Wealth Check-Up" which includes an in-depth review of your investments, associated fees and financial strategy alignment.
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Start the process today 1-844-397-7767
Investment advisory services offered through Dynamic Wealth Solutions LLC, a registered investment adviser. This page is published for residents of the United States and is for informational purposes only. Investment Adviser Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every adviser listed. Dynamic Wealth Solutions, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. For additional information, please contact our office at 1-844-397-7767