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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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Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
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Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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