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.

We help you achieve your own definition of financial success. Whether you’re seeking secure income in retirement, long-term capital growth, a legacy for your loved ones, or to benefit a charitable cause, we’ll help you identify your specific goals and cultivate the resources to accomplish them.

We address the risks that can threaten your ability to accomplish your goals, and we develop strategies to manage those risks. Insufficient investment return, capital loss, avoidable taxes, losses from casualties, and potential loss of earnings (through death or disability, or outliving your money) all need to be considered. And there are other, more subtle risks: sometimes our desire to know the future steers us toward emotional decisions when we should be making rational ones. DHR will help you “stay the course” even in stormy seas.

Our wealth management services include the use of sophisticated financial planning software and periodic reviews of estate documents and insurance policies (such as life, homeowners’, liability umbrella, and long-term care.) As a member of your financial team, we help make sure that all aspects of your financial life are organized and up-to-date.

*Most of our clients have assets of at least $1,000,000 in securities, but there are exceptions.