Broker Check

Who We Serve

Entrepreneurs

Entrepreneurs

Guidance for every stage of your business.

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Employers and Retirement Plan Sponsors

Employers and Retirement Plan Sponsors

World class retirement plans and holistic financial wellness programs customized for you & your employees.

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Individuals & Families

Individuals & Families

Individualized strategies ensure that your goals are always a priority.

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Why work with DWP?

Why work with DWP?

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

We want to help you develop, implement, and monitor a strategy that’s designed to address your unique situation.

New from DWP -  High Yield cash management account

New from DWP -  High Yield cash management account

Current Rates: 3.20% APY on first million of deposits, 2.70% APY on deposits above that

  • Full FDIC insurance protection on all deposits up to $25 million
  • Daily liquidity, no gates on withdrawals
  • No account opening fees, maintenance fees, transaction fees or redemption fees
  • No minimum balance requirements
  • Links to your existing bank or brokerage account
  • Ideal for businesses, non-profits and and high net worth individuals with significant cash positions

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Meet Our Team

Brent Bonstingl

Brent Bonstingl, CPFA®

Client Advisor, Managing Partner

Corrine Curcio

Corrine Curcio, CPFA®

Client Relationship Manager

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

Questions? Comments?

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