Associated with Commonwealth Financial Network®, a Registered Investment Adviser and Broker/Dealer
Financial Planning
We’ll create a plan tailored specifically to you, touching on all facets of your financial world. Using the latest software, eMoney360, you’ll have access to your written, comprehensive plan, complete with customized recommendations and in- depth, thorough analysis. You’ll also have optional access to the eMoney Vault, a platform that links all your assets and liabilities in real-time.
Investment Strategies and Asset Management
We work with you to structure customized investment strategies. DPA Wealth Partners has an array of talented asset managers with experience utilizing mutual funds, ETFs, separate accounts, unified managed accounts, and more.
Insurance and Risk Management
Your financial health is only as good as your protection strategy. We’ll shop the marketplace to find the carrier and product that makes the most sense for you. We specialize in life insurance, long-term disability insurance (LTD) and long-term care insurance (LTC).
Estate Planning
We design estate strategies that help accomplish what you want. Whether it’s a focus on speeding up probate, minimizing estate taxes, charitable inclinations, or generational wealth transfer, tailoring your estate plan well in advance of the need to implement it is a critical step to take.
Long Term Care Planning
A thoughtful long-term care plan is all about balance – weighing what you can afford, the kind of care you expect, and the risks you might face. We look at all of it and determine what you’ll need... well before you need it.
