DCH Wealth Management strives to give clients peace of mind through a holistic approach to managing their financial goals. Our responsibility is to use their specific background to design a plan that is created to track and monitor progress. We emphasize cash flow analysis, liability management, and exploring short-term and long-term goals including starting a business, purchasing a home, family vacations, college planning, retirement income analysis and estate planning.
The basis of our planning centers around asset allocation with a focus on risk management. Through regular reviews of a client’s portfolio, we ensure we are on track to reach their goals in the most prudent way possible.
At DCH Wealth Management, we pride ourselves on the ability to offer truly independent advice free of the conflicts typically found at traditional brokerage firms. This allows us to view our client’s financial lives in a complete and effective process. Without the obligation of selling for the firm or reaching annual sales goals, we can focus on client interests and build a rewarding advisory practice.