Many of our clients want assistance with numerous financial planning issues such as investments, retirement planning, education funding and other specific needs. DWR provides comprehensive fee-based investment management and financial planning services to high net worth as well as small to medium sized businesses. Our independent and non-commissioned structure allows us to provide planning and advice without investor bias. All of our clients are treated with professionalism and the utmost ethical standards in mind.
DWR Wealth Management LLC is a registered investment advisor with the California Department of Corporations.
Contact DWR Wealth Management’s team:
Rick Dunham
Email: rick@dunhamcpas.com
Rex Rousselot
Email: rex@dunhamcpas.com