DHR Investment Counsel offers financial advice and wealth management. We help you create a financial roadmap and then support you on your journey to achieving your life goals.
It's much easier to stick with a financial plan that fits your lifestyle. Building your plan into your lifestyle – and your lifestyle into your plan – can keep you on the path to achieving your dreams.
You've worked hard to build your career and your assets. You need a team to help manage your financial affairs and protect your future, so you can stay focused on your work and other interests during this critical time in your financial life.
Life can take unexpected turns, and sometimes you must adjust to them quickly. Even if you have never done it before, you can learn to manage your finances independently, strategically and successfully now – and into the future.
Retirement has become a more dynamic subject than ever. It can seem as if nothing is safe, or reliable. You want experienced counsel to help you understand your options and develop a plan that will meet your objectives.
DHR Investment Counsel is a full-service financial consulting firm. We take the time to know you and tailor our services to meet your unique needs. If you want a strong, long-term relationship with your wealth management partner, DHR wants to help you succeed in reaching your goals in life – financial and otherwise. Please contact us for a complimentary introductory interview.
What Makes Us Different
We serve only the interests of our clients; we have no financial ties to outside institutions. Our investment approach is disciplined and distinctive. We employ life-long planning strategies that evolve to reflect your changing circumstances. We never "hold" your money; all our client portfolios are held by independent custodians who report and account directly to you.
Our collection of money art explores many aspects of the character of money – from light to dark, humorous to serious. We think you'll find it thought-provoking and enjoyable.
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