The Fine Art of Wealth Management TM

Our Clients

Certain experiences in life are much easier to manage with qualified professional help.

When meeting us for the first time, many of DHR's clients arrive concerned or even panicked about a challenging financial situation. We help sort it out, address it and solve it. Then we create a plan to achieve their goals. Long-term relationships with our clients allow us follow their progress and make adjustments to support their success.

Following are some examples of clients we serve.

Young Families and Professionals

Mid-Career-Life Planning

Women in Transition

Retirement Planning