D.M. Wealth Management, Inc. was created to provide central Oklahoma residents with a financial planning and money management alternative to brokerage firms.
INDEPENDENCE: D.M. Wealth Management is an independent financial planning boutique that is not a branch of a larger corporation.
TRANSPARENCY: D.M. Wealth believes that financial firms have the obligation to provide clear, easy-to-understand information for clients about potential investment opportunities, current portfolio holdings, and financial planning decisions. They should never need to fear surprises in unexpected charges, redemption fees, or mandatory holding periods.
FIDUCIARY RESPONSIBILITY: We believe managing finances in a clients’ best interest, not the firm’s best interest, is a responsible goal. However, many banks, insurance companies, and broker-dealers have taken the stance that they are legally exempt from this responsibility. At D.M. Wealth Management, we are proud to be your fiduciary.
PERSONALIZED COMPREHENSIVE SERVICES: True financial planning is a complex process involving all areas of your financial life, cash flow, debt management, retirement, estate strategies, tax reduction, portfolio construction, and risk management. D.M. Wealth works with clients to create a financial plan that addresses individual areas of concern. We have CPAs and attorneys available to assist with implementation, if desired.
DEDICATION TO PROFESSIONALIZATION: Financial planning should be practiced by someone with comprehensive proficiency, a desire for continuing education, experience, and unquestionable ethics. At D.M. Wealth Management, we believe that all individuals using the title "financial planner" should be CERTIFIED FINANCIAL PLANNER™ practitioners.
EDUCATION: Financial knowledge is the right of all Oklahoma residents. DM Wealth Management works with Oklahoma teachers, students, and individuals to help foster financial literacy. We try to help our clients make informed decisions through newsletters, resources, and seminars.