At DB Wealth Management Group, LLC, our driving goal is to help you create, protect and preserve your wealth so you can retire with confidence. As a comprehensive financial services provider, we work with you to develop integrated financial plans that account for, coordinate and manage all areas of your financial life, including investments, retirement, taxes and family wealth planning. Whether you’re in your working years or retirement, we can deliver a goals-based strategy to help get you from where you are to where you want to be.
When working with DB Wealth Management Group, our focus is YOU. As an investment fiduciary services provider, any advice we provide will always be in your best interest.
Access to a wide variety of financial strategies, enabling us to consider most companies, instruments and strategies and select only those most appropriate for meeting your specific financial needs.
We are objective when making recommendations. YOU are the only person we answer to.
We are legally bound to put your best interest first in all we do.
As your trusted professional and go-to financial resource, we work to ensure all areas of your financial life are aligned and working in unison to pursue an optimal result both now and into the future. This begins with YOU and a personalized planning process designed to capture all the relevant details of your
unique financial situation. Not until we truly understand where you are and where you want to be do we make any specific recommendations. From there, with a comprehensive plan in place, we continue to manage all components of your plan while proactively anticipating your needs.
DB Wealth Management Group works to simplify the financial planning responsibilities for you and provide the information and guidance you need to make informed financial decisions about your wealth, retirement, taxes and estate. On your journey to financial independence, consider us your partner, your guide and your confidant in helping to make your life’s hard work, work hard for YOU.
Our client-centered approach was recognized by Forbes as they awarded Managing Principal, Michael Donohue, CFP®, 2022 Best-in-State Wealth Advisor*. This recognition is offered to advisors who are laser focused on providing a fulfilling client experience. At DB Wealth Management Group, our only interest is your best interest.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.