Southfield, Michigan
1-844-397-7767

Strengthen Your Financial Security

Personalized Fiduciary Wealth Management Services

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.  

Schedule Appointment

Quick Stats

By the Numbers

aSSETS under management

clients NATIONWIDE

COMBINED YEARS OF EXPERIENCE

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 STARTED

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. 

GET STARTED

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. 

Start Planning

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. 

GET STARTED

Our Team

All DWS team members are licensed investment advisor representatives dedicated to strengthening clients financial security. 

Brian Smith, CRPC®

Co-Founder, Investment Manager and Chief Operations Officer

Timothy W. Hooker, AIF®

Co-Founder, Investment Manager and Chief Compliance Officer

Kiernan Easton

Partner, Managing Director and Investment Manager

David Lawrence

Private Wealth Manager

Megan Hurches

Wealth Strategy Associate

  

As Featured On

Don’t take our word for it – we are featured on major media sites.

“Investing? It’s key to be aware of these 4 biases” by Timothy Hooker, March 2018

Read Now

LIVE TV “Millennial dad’s are betting on the golf course, using Paypal’s Venmo” June 2020 

Watch Now

Co-Founder, Timothy Hooker quoted in The Wall Street Journal “A Guarded Generation: How
Millennials View Money and
Investing” March 2020 

Read Now
Made in Pure Michigan

1-844-397-7767

29777 Telegraph Ste. 2417 
Southfield, MI 48034 

Schedule Appointment

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.

Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators and does not mean that the advisor has attained a particular level of skill or ability.

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.