Money can be complicated, confusing, emotional. There’s so much mental energy that goes into our ideas and attitudes about our finances, and so much work that goes into creating our nest eggs, with years and years of discipline. After many years meeting with many different clients, we know how hard you’ve worked for all you have; we’ve seen the blood, sweat and tears up close. You deserve transparency, a relationship with your advisor that is crystal clear regarding roles, expectations, and expenses.

The Dalai Lama has said, “A lack of transparency results in distrust and a deep sense of insecurity.” That’s why we feel so strongly about it: we want to provide a trusting, secure relationship with our client partners.

At DWP, we strive to be as clear as water, every day, with every client.