DWM uses proprietary and prudent processes in all aspects of our work. These processes are performed consistently by our highly qualified and engaged team within a client-centric, value-driven culture.
DWM is a boutique. We work with a select number of individuals and families. Unlike a big bank or wirehouse, where you might just be a number, relationships with DWM are very special which is shown through our personalized financial advice. Like you, our focus is on your financial future. We may or may not be the best fit for you. And, you may or may not be the best fit for us.