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