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Wealth-Changing Events

"I just inherited a large sum, what should I do? I am receiving gas royalties on my land, how do I save this for my children and grandchildren? I sold my company, what should I do with the proceeds? I was given company stock options...what should I do? I need to provide for a loved one who has a health crisis, how can I do this without jeopardizing my own financial plan?”

Client Centered

Sometimes the plans you’ve made are interrupted by huge changes in financial circumstances.

Sudden changes in your financial picture deserve a fresh, professional perspective. At DWD we can interpret the complexities of wealth-changing events. We help our clients understand the ramifications of these changes and guide them towards a path that best meets their needs.

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 your money can provide for your goals.

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

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

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.

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