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Archive for 2018

DWM Welcomes Andrew Lundin, CFP®

DWM is happy to announce the hiring of Andrew Lundin, CFP®, who joined the firm in March as a Wealth Manager. He has over 10 years of experience in the financial services industry helping clients define their goals, and providing them simple and concise solutions to their complex financial worries.... read more →
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The DWM Financial Planning Process

In this video, Cassandra Smalley, Chris Jay, and Bob Doyle discuss the DWM Financial Planning process, and why it's important to plan your investments around your long-term goals.
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What is a Fiduciary?

In our latest video, Bob Doyle and Chief Development Officer Anne Drake McMullen explain what a fiduciary is, and why it is critical that your adviser adheres to the fiduciary standard.  
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DWM Welcomes Joshua Pisa and Raeleen Von Inten

It is a pleasure to welcome Joshua Pisa to the firm who will provide tax services and tax research for clients. Josh previously worked for Ernst & Young in Tampa, Florida providing professional services in the areas of comprehensive financial planning and tax compliance for high-net-worth individuals, trusts, and estates.... read more →
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Leaving More Than Just An Estate

Oftentimes, the terms estate planning and legacy planning are used interchangeably. While both are important, they are very different. Estate planning utilizes wealth transfer strategies, beneficiary designations, and legal documents such as a Will or a trust to efficiently guide the transfer of assets upon death. Legacy planning considers how... read more →
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Holiday Parties are Teaching Moments

Another year is in the record books, and we are fresh into 2018. So before we go too far, let’s take a brief look back over the past couple of years. 2016 started off with what was termed “the worst first six weeks in the equity market’s history.” The S&P... read more →
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How the New Tax Bill Affects You

On December 22, the "Tax Cuts and Jobs Act" became law. This new law is the largest reform to the tax code since the Tax Reform Act of 1986. This new law has been widely discussed for the significant cuts to the corporate tax rates. Below, however, we will summarize... read more →
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