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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>Three Key Questions to Answer Before Taking Social Security</p>

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
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<p>Paying Off a Credit Card</p>

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.
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<p>How Stocks Work</p>

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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<p>Social Security Benefits: How Much Will I Receive</p>

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
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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.