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Strategies | Our Services

Build. Preserve. Protect.SM

DEWMG offers its clients a variety of products and services with the specific goal to Build, Preserve and Protect their assets. Working directly with its clients to understand each of their individual goals and objectives is the first step. We take the time to evaluate each situation on its own merits to provide guidance and solutions that both educate and provide options insuring that you are moving in the right direction.

Investments

Helping our clients to develop a strategic investment strategy that meets specific goals and objectives is what we do. We evaluate the best options and present these to you for your education, understanding and agreement.

  • Mutual Funds
  • Education Funding
  • Annuities
  • Fee-Based Asset Management
  • REIT’S, ETF’S, Stocks, Bonds
  • Brokerage Accounts

Tax Planning

Understanding current tax rules and regulations can be extremely complex since they tend to change every year. As specialists in both income tax planning and financial services we integrate this knowledge to help you preserve and build your assets towards achieving your financial goals.

  • Individual Tax Preparation & Planning
  • Small Business Accounting Services
  • Income Gift and Estates Tax Returns
  • Business Tax Planning & Strategy
  • IRS and State Tax Audits
  • Business Cessation Consulting

Insurance Services

Do you have the right insurance in place to protect your assets and provide for your family in case of unforeseen incidents? Insurance protection should be a fundamental piece of any long-term financial plan. Let us present viable options that best meet your individual situation.

  • Long Term Care Insurance
  • Life Needs Analysis
  • Group Health Care Plans
  • Life, Disability, and Health

Estate Planning

Current lifetime estate and gift tax exclusions can change at any time. Find out how to preserve your legacy by passing on your wealth while benefiting your loved ones and charities of choice.

  • Estate Tax Returns
  • Multi-Generational Wealth Transfer
  • Asset Protection
  • Trusts
  • ILITS/CRUTS
  • Gift tax Strategies

Retirement

Let us help you understand the various planning options available in pre and post retirement to assist you in building and protecting valuable assets for your future years.

  • 401(k) Plans
  • IRAs Traditional/Roth/Sept
  • Simple Plans
  • Portfolio Construction
  • Pension Plans
  • Strategic Income Planning