At DR Summit Wealth Management we understand that your individual financial situation is unique and our approach to investing revolves around developing a customized, disciplined investment policy for each client that considers risk tolerance, diversification, time horizon and financial goals.
To assure a comprehensive strategy in our analysis, we employ a macro approach to financial planning that encompasses 13 aspects of wealth management:
- INVESTMENT PLANNING
- BANKING AND CREDIT MANAGEMENT
- RETIREMENT PLANNING
- EDUCATION AND FAMILY SUPPORT
- TAX PLANNING
- PLANNING FOR INCAPACITY
- BUSINESS SUCCESSION PLANNING
- RISK MANAGEMENT AND INSURANCE PLANNING
- EXECUTIVE COMPENSATION
- TITLING AND BENEFICIARY DESIGNATIONS
- EXECUTOR AND TRUSTEE SELECTION
- CHARITABLE GIVING
- DISTRIBUTION OF ESTATE
Few people will need to utilize every aspect of our wealth management tools, but most people find that several aspects will apply to their situation.
Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.
By affiliating with First Allied Securities, Inc., an independent broker/dealer, we have access to the tools, regulatory guidance and resources to best serve your unique financial needs.
About First Allied Securities, Inc.
First Allied Securities, Inc., serves as the firm of choice for independent financial advisors who seek to grow their businesses. First Allied’s exclusive business development platform has been constructed to provide entrepreneurial advisors with the industry's most comprehensive platform for growth. First Allied is a member of Cetera Financial Group, RCS Capital Corporation’s (NYSE: RCAP) retail investment advice platform. As of December 31, 2014, First Allied had approximately $31 billion in assets under administration and 795 affiliated financial advisors. First Allied Securities is part of First Allied Holdings, which also includes The Legend Group, a specialized provider of investment and retirement solutions to the not-for-profit space, including 403(b) accounts.