At DCS Wealth, we find that many times, people have done a good job of building and collecting financial assets, but have done a poor job of clearly defining their goals, and a poor job of making the connection between their assets and their goals.  We know that our clients can be more successful if they have a clear understanding of 1) what they have, 2) why they have it, and 3) how their overall strategy will work to reach their goals.

 

DCS Wealth was created in 1998 by the accounting firm, Dunbar, Cook & Shepard, P.C. Our founders understood that there was a need for independent financial advice from professionals that have a clear understanding of not only investments and insurance, but also taxes, estate planning, business issues and financial planning. And that this expertise would only be of benefit to the client if the advisor took the time to truly and deeply understand the goals, concerns and values of each client.

 

And while we believe everyone should have a comprehensive financial strategy, we also understand that not everyone who needs our services may be in a position in their life to develop such a plan. Our client relationships often start with something as simple as a request to help with investing a 401(k) rollover or starting a college savings plan. Other people may need help gaining control over a multitude of rogue investments and neglected insurance policies. And still other people may want to start directly with the planning process and answer the question, “How do I reach my goal?” The common factor with all these situations is that we always have our eye on the big picture, and as an advisor, we can give guidance with issues our clients may never have thought to address.

 

The process starts with a simple meeting where we discuss the things you want to talk about. We get to know more about you, and you gain a better understanding of how we help our clients. There is no cost or obligation for this meeting. By the end of this meeting, we will have answered two questions: 1) If we have a match and should start working together, and 2) what that working relationship would look like (scope, expense, process, etc.).  

 

What makes us different is that we have a wider view of financial issues and a deeper understanding of our clients than you would expect from a typical financial advisor.