DWR Wealth Management

Specialties

DWR Wealth Management list of services include the following as well as custom services on an individual basis.

Investment Management

DWR’s investment strategies are sound, efficient, and well defined. Our approach is based on long-​term returns and capital preservation that meet our client’s specific needs. We review and present you with several different investment strategies and select the one that best fits your objectives and risk tolerance.

We are investment advisers, utilizing a disciplined investment management approach that encompasses strategic allocation of investments among a variety of asset classes. We seek to add value through tactical asset allocation and carefully selected investment managers.

Retirement Planning

Sophisticated and thoughtful retirement planning requires obtaining in-​depth information regarding a client’s financial position. Information needed includes tax returns, investment accounts including both taxable and tax-​deferred. Information about accr

History

Established in 2005.

DWR Wealth Management LLC was formed in 2005 to provide investment management and financial planning services, primarily to Dunham Associates CPAs clients. The business has a successful track record of steady growth since inception and the firm has expanded beyond the Dunham Associates CPAs clientele.

Meet the Manager

Rex R.

Manager

Rex is a graduate of the University of Denver with a BSBA Finance degree, and has an extensive background working for several Fortune 500 financial services companies. Presently, he is working as a Registered Investment Advisor and financial planner primarily focusing on the needs of high net worth clients