Services

Investment Management

Implementation of asset allocation strategies, determination of appropriate investment vehicles, monitoring of current posotions, tax-sensitive portfolio management, implementation of rebalancing strategies, access to the lowest cost-share classes available, review and analysis of prospective client portfolios, custom portfolio design and implementation, and cash management.

Financial Planning

We are experts in understanding your retirement benefits and the ways to maximize your overall wealth for decades to come.

Risk Mitigation

DWS Partners with one of the largest independent insurance marketing organizations, providign you with access to hundreds of carriers in annuities, life insurance, care planning, disability, and Medicare.  We believe in a true partnership so that our agents can remain independent, without feeling isolated.

Back Office

Front, middle, back – executive administration.  Account opening and process, electronic document preparation, advisory fee billing, generation and delivery of client performance reporting, custodial relationship management, data and account aggregation and integration, client onboarding, and full client service support.

Trading

State of the art trading system focusing on tolerance bands and rebalancing, account minimum cash, dividend and capital gains, short and long-term gains, maintenance, high cash checks, low cash checks, model assignment and new account checks.

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