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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>IRA Withdrawals that Escape the 10% Tax Penalty</p>

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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<p>What Is My Current Net Worth?</p>

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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<p>My Retirement Savings</p>

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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<p>Impact of Taxes and Inflation</p>

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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