Our Services

DHR’s services begin with understanding you as a whole person, including your family and your life circumstances. They include planning and decision-making to help your family, protect your lifestyle, achieve financial comfort, plan retirement, and build a legacy. We also believe it’s important to develop strong relationships with your other professional advisors, to harness and focus all their expertise for the benefit of you and your family.

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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.

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

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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.