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Unleash Growth. Simplify Operations.
Elevate Your Client Experience.

Discipline Wealth Solutions Logo

Unlock Your Firm's
Full Potential.

Discipline Wealth Solutions Logo

Revolutionizing Success.

Are you a Financial Professional driven by a passion for delivering exceptional client experiences, optimizing operations, and catalyzing sustainable growth? Welcome to Discipline Wealth Solutions (DWS), where we’ve revolutionized the landscape of independent financial advisory services.

At DWS, we understand the unique challenges and aspirations of forward-thinking RIAs. That’s why we’ve meticulously crafted a game-changing framework designed to empower you to thrive in today’s dynamic financial world while staying true to your core values of independence and client-centricity.

Get ready to embark on a transformative journey that will redefine the way you serve your clients, streamline your processes, and propel your firm to new heights of success.

This is Back Office Brilliance.

Say goodbye to the complexities and time-consuming tasks of account management. Our Back Office suite is tailored for seamless efficiency.

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Streamline Your Back Office,
Elevate Your Client Experience

Discover the power of effortless account management, seamless transitions, and transparent reporting. Our user-friendly platforms and dedicated support team empower you and your team.

  • Open accounts and trade with ease
  • Navigate transfers and legacy assets smoothly
  • Deliver trust through systematic performance reporting
  • Enhance engagement with intuitive online access for advisors and clients
  • Transition operations seamlessly with flexible support

Safeguard Your Clients' Dreams with DWS's Risk Mitigation Mastery

Fortify your clients’ financial future with DWS’s comprehensive risk mitigation strategies, expert care planning guidance, and tailored insurance solutions.

  • Tailored insurance solutions: Personalized annuities, life and disability insurance for robust protection
  • Navigate care planning complexities with confidence through our IMO affiliation and expert guidance
  • Strengthen client trust by becoming their beacon of stability in uncertain times
  • Fortify your clients’ financial future with comprehensive risk mitigation strategies
  • Embrace the power of unparalleled risk mitigation and architect your clients’ financial serenity

Financial Planning Finesse

At DWS, we recognize that every client’s financial journey is distinct and deeply personal. That’s why we equip you with the tools and expertise to craft financial plans that not only resonate with your clients’ unique dreams but also align with their individual realities. With our comprehensive suite of Financial Planning services, you can elevate your clients’ financial well-being and guide them through life’s milestones with unwavering confidence.

  • Retirement Signature Bucket Strategy: Unlock the secret to creating a truly satisfying retirement income stream that harmonizes with your clients’ aspirations and lifestyle
  • Strategic IRA Rollovers & Roth Conversions: Navigate your clients through financial transitions with insightful strategies that optimize their wealth preservation and growth potential
  • Pension Maximization: Empower your clients to make informed decisions that maximize their pension benefits, laying a stable foundation for their golden years
  • Proactive Long-term Care Planning: Safeguard your clients’ independence and dignity in their later years with meticulous planning that accounts for their specific needs and preferences
  • Personalized Portfolio Analysis & Design: Develop investment strategies that align with your clients’ risk tolerance and long-term objectives, paving the way for a secure financial future
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Investment Management Innovation

Our investment management approach is grounded in Nobel Prize-winning academic investment strategies, seamlessly integrating the forefront of investment science research with premier institutional investment vehicles. This methodology ensures that our clients benefit from a blend of academic excellence and practical, proven investment solutions.

  • Asset Allocation & Custom Portfolio Design: Tailor strategies that meet individual client needs
  • Tax-Sensitive Portfolio Management: Optimize for after-tax returns, ensuring efficiency
  • Monitoring & Rebalancing: Maintain portfolio balance with meticulous oversight and strategic adjustments

"With DWS's advanced trading capabilities, you can reimagine portfolio management. Our platform empowers you to stay ahead of the game with proactive daily account management and rebalancing, ensuring your clients' portfolios remain optimized and aligned with their goals."

Amplify Your Firm's Voice
and Elevate Your Brand

At DWS, we understand that a distinctive marketing strategy and a strong brand identity are essential for your firm’s success. That’s why we provide you with a powerful toolkit to amplify your voice and create a lasting impact on your clients and prospects.

Robust Marketing Resources

  • Access insightful white papers, reports, and videos that inform and empower your strategies
  • Leverage engaging conference calls and one-on-one discussions to deepen client relationships and gain fresh, relevant ideas to share

Personalized Branding Services:

  • Craft a compelling narrative that sets your advisory apart
  • Enhance your market presence and client loyalty with our expert branding guidance
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DWS Advisor Partnership Model

Contact Us

Unleash Growth. Simplify Operations.
Elevate Your Client Experience.​

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