who needs investment management?

Some folks don't have any investments.  Others are in a situation where their circumstances dictate a very "keep it simple" approach.  But for much of the rest the population, there may be value in working alongside a professional investment manager in pursuit of an "optimal" investing approach for their specific needs.

we follow a fee-only, "fiduciary" approach

DRW Financial offers investment management solely on a fee-only basis and as a Registered Financial Adviser.  This means our only compensation comes from providing advice, not by commissions on transactions.  We believe this allows us to offer that advice with fewer conflicts of interest and to act as a fiduciary for our clients.

do you have...?

• A retirement account left behind at an old employer (401k, 403b, 457, etc)?
• A current retirement account that you set up and haven't looked at in a while?
  Or one invested in a way you aren't sure matches your needs?
• Persistent issues with owing more taxes than you think reasonable?
• Questions about the costs implicit in your current portfolio?
• Worries about making your savings last through your retirement?
• A desire to address inter-generational financial concerns?
• A small business or self-employed income and want a more sophisticated approach to managing those finances?

These are a few examples of issues and areas where we have helped others improve their understanding and their approach to investing.  DRW Financial works with artists and engineers, physicians and educators, "millenials" and retirees.

are we a fit?

For a quick and "no cost" consultation to evaluate our "fit" for working with you on investment management, email [email protected]