When planning for you and your family, we understand that you’re bound to have questions - and we’ve got the answers.
Don’t see an answer to your question? Maybe it’s time to speak with a financial adviser?
Q. HOW DOES DWM GET PAID?
A. We are paid based on a percentage of the portfolio that we manage. Thus, we have vested interest in the long term performance of your assets.
Q. HOW DO I KNOW MY MONEY IS SAFE AND ACCESSIBLE?
A. Your assets are held in your own accounts that we establish at Charles Schwab Institutional (www.schwaballiance.com) , a premium service designed to complement our expertise and personal advice. Schwab provides full on-line access to your accounts.
Q. IS THERE A GUARANTEED INCOME FOR MY INVESTMENT?
A. While there are no guarantees on investment returns, we will work to realistically manage your expectations to fit your goals.
ARE YOU STOCK BROKERS/PICKERS?
A. No, However, we work with you to identify trends and growth opportunities which we may want to explore.
Q. CAN I ACCESS/SPEND THE MONEY I HAVE WITH YOU?
A. Through Schwab you have the opportunity of full banking capability depending on your individual portfolio investment.
Q. IS MY PORTFOLIO “PORTABLE”?
A. PORTABILITY is an industry term for being able to move your account to another firm. Your accounts with us are FULLY PORTABLE with no withdrawal penalties charged by us.
Q. IF I DIE, WHAT HAPPENS TO MY PORTFOLIO?
A. As part of our planning process we address life events (Death, Divorce, Estate Plan) which may change in the future.
Q. CAN WE GET IN TOUCH WITH YOU ANYTIME?
A. Our website has numerous ways of contacting us and we strive to respond immediately. We treat every client like family. Every question and concern is important to us. We’re here for you.