Fiduciary Responsibility and Client-First Approach
Why Fiduciary Standards Matter. In a marketplace filled with sales quotas, vague incentives, and layers of conflicting advice, the fiduciary standard isn’t just a legal distinction—it’s a relational one. It’s the promise that your advice is centered not on margins, but on mission. Not on product, but on purpose. And at DWS, we believe this […]
🎉 We’re excited to welcome Gabriel Papet to the Discipline Wealth Solutions team!
🎉 We’re excited to welcome Gabriel Papet to the Discipline Wealth Solutions team! A U.S. Army Veteran with expertise in business development and advisor training, Gabe will help guide advisors through our IAP with clarity and confidence. Read more here: https://disciplinewealth.com/person/gabriel-papet-mscm/
Why Transparency Builds Trust
Why clear fees, open access, and real-time insight are non-negotiables in today’s advisor-client relationship. In a financial world cluttered with fine print, complex fee tiers, and hidden agendas, clients are becoming increasingly aware and increasingly skeptical. At DWS, we believe the foundation of every lasting advisor-client relationship is transparency: open communication, real-time access, and a […]
Expertise and Proven Track Record
A DWS Success Story: Turning Planning into Clarity and Confidence. There’s a moment in every advisor-client relationship when things finally click. When strategy becomes real. When the numbers shift from abstract to actionable. One of our partner advisors recently experienced that moment—both for their client, and for themselves. The Story: A Plan, a Client, and […]
Supporting Entrepreneurial Spirit: Highlight independence and innovation
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 […]
Customizing Solutions to Meet Individual Needs
Advisor-centric support designed around your goals, not our template. Every advisory practice is different. And yet, too many platforms still treat them the same with rigid service tiers, mandatory transitions, and templated growth models that rarely fit the realities of an independent firm. At DWS, we’ve taken a different approach. We believe in custom-fit solutions—not because it’s […]
Build, Scale, Exit. Conference
As we reflect on this week’s Build, Scale, Exit. Conference, we are truly thankful for everyone who attended, shared their expertise, and supported the event. A big shoutout to our team for all the planning and effort that made this conference a success for our advisors. Here are a few snapshots from an incredible week! […]
Customizing Solutions to Meet Individual Needs
Advisor-centric support designed around your goals, not our template. Every advisory practice is different. And yet, too many platforms still treat them the same with rigid service tiers, mandatory transitions, and templated growth models that rarely fit the realities of an independent firm. At DWS, we’ve taken a different approach. We believe in custom-fit solutions—not because it’s […]
Advisor Summary: Government Shutdowns and Your Portfolio
Advisor Summary: Talking Points for Client Conversations As the government shutdown extends into its second week, many clients are understandably anxious about how it might affect their portfolios and financial plans. This briefing is designed to equip you with the context, data, and language to guide those conversations with confidence. In the following detailed […]
Market Updates for Q3 2025
Advisors, Your Q3 Market Updates are ready to download. Inside you’ll find: Quarterly Investment Commentary Quarterly Market Review Quarterly Model Portfolio Review Quarterly Fact Sheets Download them here.