Employers and Retirement Plan Sponsors
World class retirement plans and holistic financial wellness programs customized for you & your employees.
Individuals & Families
Individualized strategies ensure that your goals are always a priority.
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
Current Rates: 3.79% APY on first million of deposits, 3.30% 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
Brent Bonstingl, CPFA®
Client Advisor, Managing Partner
Corrine Curcio, CPFA®
Client Relationship Manager
Damon Nickle, CPFA®, AIF®
Senior Advisor
Tim Humphreys, CFP®, CPA®
President