DWM is a financial advisor / wealth management firm with locations in the Palatine, IL (Northwest Chicagoland) and Charleston, SC areas.We are committed to protecting and enhancing your net worth and legacy in an engaged environment with our dedicated, caring team.
DWM provides Total Wealth Management, assisting you with all aspects of your financial planning:
DWM is a Fee-Only Fiduciary Registered Investment Advisory (“RIA”) firm:
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. Let's talk.