
Wealth Management and Financial Planning
DHR’s wealth management services* can simplify your life by streamlining and organizing your financial affairs so you can focus your time and energy on other things that are important to you.

Coordination
Services
DHR’s comprehensive wealth management service includes facilitating communication between you and your other financial professionals.

Services
for Trustees
DHR’s wealth management services can also help if you manage portfolios in personal trusts or ERISA (Employee Retirement Income Security Act) retirement plans. If you serve as a trustee of such funds, you manage wealth that belongs to other people.