Where independence meets innovation—on your terms.

At DWS, we believe financial advisors aren’t just managing portfolios; they’re building businesses, solving complex problems, and shaping the future of client experience. That’s not a back-office job. That’s entrepreneurship.

And like every great entrepreneur, you deserve a platform that supports your vision—not one that limits it.

Independence Is the Starting Point, Not the Ceiling

Too many advisory platforms ask you to trade entrepreneurial freedom for support. We don’t. We believe independence is where the best innovation begins, not something to be repressed by structure or compliance overlays.

That’s why our Integrated Advisor Platform is built to fuel your business, not funnel it through ours.

Here’s what that looks like:

No asset lock-ins or non-competes

You’re able to grow, pivot, or exit—because real entrepreneurship requires freedom of movement.

Keep your brand, voice, and processes

We don’t co-brand. We don’t mandate messaging. We help you amplify what’s already working.

Custom-fit support for your next big idea

Whether it’s a new client niche, a digital campaign, or a successful planning model, we provide the operational and strategic support to execute it.

Technology that adapts, not dictates

You choose the tools. We integrate with your tech stack, not replace it.

Built for Builders

You’re not just running a practice—you’re building something of lasting value.

We’re here to walk with you as you scale, refine, and lead, without making you give up ownership, creativity, or control along the way.

Let’s explore these ideas together.

If any of this resonates with where you’re headed, we’d be glad to walk through what it could look like in your practice.