Trust and Confidence Restored:
The Stahlnecker Wealth Management Group Story
Background
Brooks was at a crossroads. He loved serving clients, but his days were consumed by compliance checks, paperwork, and building complex retirement plans by himself. The balance shifted—he was spending more time on risk management than on client relationships. He knew something had to change when he realized: “This isn’t why I became an advisor.”
Problem
The challenges were clear:
- Planning at Scale – Delivering retirement saving and spending frameworks without back-o ce support was exhausting.
- Compliance Pressure – Rules, documentation, and audits created constant stress.
- Losing Focus – The administrative burden pulled Brooks away from his true purpose as an advisor.
Solutions
Three things made DWS the right partner:
- Financial Planning Support & Bucket Strategy Expertise – Access to planning specialists who brought retirement income strategies to life without Brooks building every spreadsheet.
- Simplified Compliance – Built-in oversight, documentation systems, and a trusted compliance team reduced his biggest stressor.
- Practice Management Coaching – DWS helped Brooks reconnect with his “why” and chart a growth path aligned with his values.
DWS helped me simplify compliance, deepen planning, and get back to why I became an advisor in the first place.
Key Results
Since joining DWS, Brooks has:
- Returned to meaningful client planning, supported by experts and the Bucket Strategy framework.
- Gained confidence that compliance is managed by strong systems and people.
- Rediscovered his purpose, creating a practice built on clarity, growth, and service.
His advice:
“Don’t try to do it all alone. If you feel buried by oversight and planning work, you need a partner like DWS. They give you the tools, support, and perspective to do the work you love—and do it well.”
Testimonials from clients or endorsements from non-clients were not solicited and not compensated directly or indirectly.
No conflicts of interest exist between the advisor and any person providing such a testimonial or endorsement.
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