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4052486505
shouk@dbmwm.com
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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:

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
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Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.
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Ready to get started? Message me!  Would you like a phone call or Zoom Conference, schedule a time below.

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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.
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