Broker Check

IT STARTS WITH A VISION.
YOUR VISION.

As a Diamond is forged from a simple piece of coal, it’s brilliance and clarity are revealed through careful planning and craftsmanship. The result is a unique gem that has been tailored specifically for its purpose.

You’ve worked hard for your assets, so isn’t it time that your assets work hard for you?  We assist you in best utilizing your means to accomplish the various ends you have in mind for your lifetime and build long-term, trusted relationships in the process.

Contact us today to get started.

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WHAT KEEPS YOU AWAKE AT NIGHT?

• Will I run out of money?

• When should I take Social Security?

• Am I saving enough?

• How do I pay for college?

• How do I best plan for my healthcare needs?

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PROTECTING WHAT’S IMPORTANT

• Protect those you love with life insurance

• Sustain your salary through disability insurance

• Preserve your investments through long term care insurance

• Safeguard your assets through property and casualty

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THE FRUITFUL RETIREMENT

• Create a sustainable income stream during retirement

• Use tax efficient strategies to preserve assets

• Apply dynamic portfolios tailored to you

• Benefit from a robust research and planning team focused on your plan

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CREATING A LEGACY

Assisting through the process of creating an effective estate plan so that your wishes are carried out appropriately and those you love have sound guidance moving forward.

Planting seeds for a beautiful tomorrow.

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Reliable

We will assist you in following through with your financial commitments. DWA’s President is a CPA and CFP®  professional and is affiliated with the largest independent broker-dealer in the US.

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Straightforward

A forward-thinking approach and open dialogue every step of the way to provide you confidence when making financial decisions. Most importantly, though, we care.

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Strategic

We are independent, meaning that we aren’t tied to any proprietary products and are motivated by the success of our clients.  We anticipate and analyze the risks to your financial picture to address life’s transitions when they occur.

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