Money in Motion

Have you suddenly found yourself with more…or less... money, and are not certain of the steps to take next? Sudden changes in your financial picture deserve a fresh, professional perspective. At DWD we can interpret the complexities of wealth-producing events.

If you’ve changed jobs, inherited money, collected royalties, sold a business or even won the lottery, our experienced advisors can objectively examine your situation and develop a pragmatic plan for you to move forward.  Our process includes:

Investment Management ... so you can sleep at night

Financial Planning...so you know where you are going

Risk Analysis and Management Strategies...so you are protected

Estate Planning ... so you feel confident your plan for your heirs will endure after you are gone

Situation Advising ... so you have an objective opinion when life happens