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Trusted

Go-to professionals
protecting your most
valuable assets
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Strategic

A visionary approach
to tackle whatever keeps
you up at night
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Consultative

Personalized service
to ensure your best
financial position
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Collaborative

Multi-disciplinary
experts working together
for your success
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Relationship Driven

Building partnerships,
not just portfolios
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OPTIMIZING YOUR FINANCIAL
WELLBEING, ENSURING YOUR
PEACE OF MIND

DM Wealth Management is the place to go if you want personalized service from a boutique style approach with vintage values that feels like “home.”

We deliberately chose to establish our own team so we could do what we love, and the way we love to do it. When we accept a client, we take the time to get to know them at a deep level, so they feel heard, valued, and understood.

Based on this, we develop smart, simple solutions that are custom-tailored to fit their unique needs.

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AT DM WEALTH MANAGEMENT,
OUR KEY SERVICES INCLUDE:

  • Investment portfolio management: We are skillful in the art and science of customizing solutions to meet the financial goals, and appetite for risk of our clients.
  • Lending cash management: We carefully manage
    our clients’ cash transactions to maximize the value of their portfolios and minimize the cost of
    funds.
  • Generational wealth transfer and succession planning: We carefully chart the path to help our individual and corporate clients transfer their hard-earned wealth and assets as desired (including stocks, bonds, real estate and family businesses) to ensure their goals are achieved.
  • Insurance planning: We hand-select and review insurance policies to protect the assets in the best interests of our clients and their loved ones.

OUR APPROACH BRINGS OUR CLIENTS WHAT THEY WANT MOST: THE PRICELESS PEACE OF MIND OF KNOWING THEY ARE IN THE BEST FINANCIAL POSITION, AND IN THE BEST HANDS.