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WE PUT YOU FIRST

As a Registered Investment Advisor, DB Wealth Management Group has a investment fiduciary responsibility to put your interests first in all that we do for you.  

We work to ensure all areas of your financial world are aligned and working in unison in seeking to create optimal results now and in the future. This process begins with you and our personalized approach designed to capture all the important details of your unique financial situation. We don’t make any recommendations until we truly understand where you are and where you want to be. 

Once we have a comprehensive strategy in place, we will manage all components of your plan and integrate all aspects of wealth management, including investments, retirement, taxes, and family wealth planning.  Finally, we continue to monitor your plan and meet with you regularly to answer questions and determine if any changes are necessary as your life and financial needs evolve.  

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Stay informed 

To help keep you (and your family) informed, we offer educational resources that address your financial planning questions. Select a topic below and click on the corresponding box to access specific information.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Retirement

Retirement

We specialize in helping clients navigate the financial complexities of retirement. Learn more about what you’ll need to have a comfortable future.

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Investments

Investments

We create an investment plan that aligns with your goals, risk tolerance, and time horizon. Learn more about the investing principles and strategies we rely on.

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Taxes

Taxes

We understand the importance of implementing tax planning strategies to help minimize the taxes you pay. Stay informed about taxes and how they may affect your saving strategy.

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Family Wealth Planning

Family Wealth Planning

We work in coordination with your estate planning attorney and your loved ones to help you accomplish your legacy planning goals. Learn more about preparing your estate for future generations.

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<p>Assess Your Life Insurance Needs</p>

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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<p>A Look at Diversification</p>

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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<p>The Power of Compound Interest</p>

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
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<p>The Investment Risk No One&#8217;s Ever Heard Of</p>

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.