Total Wealth Management with DWM has Three Key Components:
Investment Management- asset allocation, portfolio construction, and ongoing portfolio management (for more explanation and examples click here)
Value-added Services- cash flow management and financial independence, tax planning, risk management, estate planning, and charitable giving (for more explanation and examples click here)
Relationship Management- personal interaction and assistance as your financial advocate in all aspects of your financial life (for more explanation and examples click here)