Entrepreneurs
Guidance for every stage of your business. From starting up to accounting and financial planning.
Employers & Retirement Plan Sponsors
World class retirement plans and holistic financial wellness programs customized for you & your employees.
Individuals & Families
Individualized strategies ensure that your financial goals are always a priority.
Why Choose 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 financial planning strategy that’s designed to address your unique situation. Contact our team of Wilmington, DE financial advisors and take control of your future.
New from DWP - High Yield cash management account
Current Net Rates: 4.63% APY on first million of deposits, 3.85% 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 Director
Corrine Curcio, CPFA®
Client Relationship Manager
Damon Nickle, CPFA®, AIF®
Senior Advisor
Tim Humphreys, CFP®, CPA®
President