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Investment Consulting
What We Do
Our clients speak about frustrations with their investments. Some common concerns expressed include: no time or knowledge to manage my own investments; not knowing who to trust for advice about investing my money; and my current financial advisor does not give me meaningful reports and information. In response, we have investigated and interviewed investment organizations to determine the firms we can trust to help you with these issues.
DWA has formed alliances with several investment organizations as a result of our investigations. Our role is to provide clients and friends with the name(s) of the firm(s) we believe can best provide quality investment advice and management. Our referrals will be designed to match personalities and investment goals. Our service is free to our clients and friends if they decide to use any of the referrals we make.
Questions To Consider
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Do you have an investment advisor?
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Have you ever thought of using one or changing advisors?
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When was the last time you were satisfied with your investment advisor?
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