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.