What other services does DWM provide (besides investment advisory services)? For example, do you offer financial planning, retirement planning or estate planning?
As a Registered Investment Advisor, DWM focuses primarily on helping you achieve your financial objectives via a structured, long-term approach to investing. Of course, there are many considerations integral to your investment plans that require coordinated management. You gain access to many additional resources, tools or relationships as part of our service to you. For example: • DWM advisors routinely assist clients with retirement (or other long-term objective) planning, incorporating Monte Carlo analysis tools when appropriate. • Your advisor periodically reviews your portfolio for tax management opportunities and helps you implement them when appropriate. • You also can access risk management advice – incorporating tools such as life insurance and long-term care insurance when appropriate. • Your DWM investment advisor is available for ongoing discussions about various financial and estate planning details that impact your portfolio. For more information regarding Dopkins Wealth
