What is your dream retirement lifestyle?
We can help you on the path to retirement:
Personalized Investment Strategies
Retirement Income Planning
Financial Advising
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Services
Our mission is to help you live better and build wealth to achieve your dream retirement lifestyle. We will provide you with a roadmap and implement real world solutions to solve your problems. The objective of our investment planning process is to strengthen your financial peace of mind.
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 STARTEDOur Team
DWS was founded with an entrepreneurial spirit and drive to deliver superior investment services. Established in the Summer of 2014, Brian and Tim opened there first office in downtown Farmington, MI.
The two left a traditional broker/dealer wire house and shortly after Kiernan joined them as Partner and became an integral part of the team. Today, we serve clients across the country and still carry the spirit of entrepreneurship.
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
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Made in Pure Michigan
1-844-397-7767
29777 Telegraph Ste. 2417
Southfield, MI 48034
By Appointment Only
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.