Dalby Wendland is pleased to announce the addition of wealth management services to its suite of client offerings. DWC Wealth Advisors provides comprehensive wealth management services that will help integrate tax, wealth, retirement, and estate planning services for clients.
DWC Wealth Advisors has engaged independent financial planners, Kevin L. Price, LUTCF, PPC, CPFA, and Jason Stanfield, ChFC, to help clients with holistic and personalized wealth planning. Each of them brings over 20 years of financial and wealth planning experience, including investment strategies, advanced portfolio and investment analysis, and comprehensive financial planning for wealth accumulation and preservation.
“The combination of having a CPA advisor and wealth advisor on the same team and collaborating to provide advice on every aspect of your tax and financial planning, and legacy goals is rare and incredibly beneficial,” says DWC CEO Chris West. “There is oftentimes a gap in communication between tax and business advisors, the client, and outside wealth advisors. We understand that the success of our clients’ finances, goals, and strategies start with coordinated communication and cooperation among unified professionals who always have the client’s best interest and excellent service in mind.”
DWC Wealth Advisors provide long-term tax and cost-efficient fee-based services. Advisors are not incentivized by commissions from selling specific investment or insurance products.
“We maintain a proactive, long-term, and purpose-driven planning approach with our wealth services, versus a ‘beat-the-market’ mindset,” West adds.
For more information, visit www.DWCWealthAdvisors.com.
Investment advisory services offered through Global Retirement Partners, LLC (GRP) dba DWC Wealth Advisors, an SEC registered investment advisor. GRP and Dalby, Wendland & Co., P.C. are separate and unaffiliated entities.