Wealth Services

Retirement Plan Services: Unlike most brokers, DHW will act as co-fiduciary with plan sponsors/employers assisting in fund selection. We take a more hands on approach in assisting retirement plan participants to review their retirement needs and assist them with their allocations. Other services include:

  • Aid employers in selecting the type retirement plan
  • Assist in review third party administrator options.
  • Selecting mutual fund options for available to participants.
  • Help employers get prepared for a DOL  audit.
  • Guide employers through process of developing an investor policy statement.

Private Wealth Solutions: DHW provides fee based only investment services to individuals and business’s.

  • Types of accounts: Taxable investment accounts, IRA’s, SEP IRA’s, Solo 401k’s and trust accounts.