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Welcome to DBM Wealth Management!

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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My Services

I create strategies that are tailored to your needs and goals today and in the future.

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Upcoming Educational Courses

Years of experience have prepared me to guide you through your life transitions.

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Recreation & Events

Staycation ideas for this weekend!

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My Resources

Want to learn more about retirement, social security, or estate strategies? I have a wealth of resources.

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Over 20 years helping families like you. 

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Helpful Content:

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
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Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
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Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.
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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.
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