How We Can Help

Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

DWAG offers comprehensive wealth management that begins with an in depth evaluation of your current financial situation. Once we’ve established your overall objectives, we’ll focus on your specific goals and risk tolerance.

Independence is our top priority!

We are not and never will align ourselves with any one investment or insurance company. We will always focus on what is in the best interest for our clients! 

Let us help you with your: 

  • Investment Planning
  • Tax Planning
  • Retirement Planning
  • Income Planning
  • Portfolio Management
  • Risk Reduction Strategies
  • Estate Planning
  • Asset Protection Planning
  • Charitable Giving Planning

Investment Planning

Securities offered through Independent Financial Group and transactions cleared through Pershing LLC, a division of Bank of New York. Investment Strategies may include Stocks, Bonds, Mutual Funds, ETF’s, Institutionally Managed Accounts, Alternative Investments.


Tax Planning

Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.


Retirement Planning

No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.


Income Planning

We utilize Bonds, Alternative Investments including REITS, Private Credit Funds, Annuities including Variable, Fixed, Multi Year Guarantee, and Index. We highly encourage ANNUITY REVIEWS, in this interest rate environment.


Portfolio Management

Our Risk Analysis determines how aggressive or conservative your portfolio needs to be.


Risk Reduction Strategies

Strategies may include Guaranteed Downside Protection Strategies, Guaranteed Living Benefit Riders, Option based Protection Strategies


Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

Our affiliation with Local Attorneys and National Trust Companies allows us to provide our clients full integration of their Estate Planning at a reasonable cost.


Asset Protection Planning

Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.


Charitable Giving Planning

:We encourage our clients to contribute and support the charitable organizations that are important to them.