Broker Check

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.  

View Our Services

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.

Learn more
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.

Learn more
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.

Learn more
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.

Learn more
Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?
Learn More
Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Learn More
Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.
Learn More
Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.
Learn More

DO YOU HAVE ANY QUESTIONS?

Thank you!
Oops!