Our Services
Wealth Management Built Around You
Every strategy we build starts with a conversation — not a questionnaire. We take the time to understand your life before we talk about your money.
A complete picture of your financial life
Great wealth management isn't about picking the right stocks. It's about understanding where you are, where you want to go, and building a disciplined, personalized plan to get you there.
At D.A.E Wealth Management, we bring together investment management, retirement planning, estate strategy, and tax efficiency under one roof — so every part of your financial life works in concert.
01
Investment Management
Disciplined portfolios built for the long term.
We construct and manage personalized investment portfolios grounded in your goals, time horizon, and risk tolerance. Our approach is evidence-based and disciplined — we don't chase trends or react to headlines. We build portfolios designed to compound wealth steadily over decades.
What's included
- Personalized asset allocation
- Diversified equities, fixed income & alternatives
- Ongoing monitoring & rebalancing
- Tax-efficient investment strategies
- Fee-only, no hidden commissions
02
Retirement Planning
Plan for the retirement you've earned.
Retirement should be the reward for a lifetime of hard work — not a source of anxiety. We help you build a clear, confident path to retirement, whether you're decades away or approaching it now. From income distribution strategies to Social Security optimization, we handle the complexity so you can focus on what matters.
What's included
- Retirement income projections & gap analysis
- Social Security & Medicare optimization
- 401(k), IRA & Roth conversion strategies
- Required minimum distribution planning
- Sustainable withdrawal rate analysis
03
Estate & Legacy Planning
Protect what you've built. Define what you leave behind.
Your estate plan is one of the most important gifts you can give your family. We work alongside your estate attorney to ensure your wealth transfers efficiently, your wishes are honored, and the people and causes you care about are protected. Legacy planning is deeply personal — we treat it that way.
What's included
- Beneficiary designation review & coordination
- Trust & estate structure guidance
- Charitable giving & donor-advised funds
- Business succession planning
- Coordination with your estate attorney & CPA
04
Tax Strategy
Keep more of what you've earned.
Taxes are one of the largest drags on long-term wealth accumulation — and one of the most controllable. We take a proactive, year-round approach to tax planning, working in close coordination with your CPA to minimize your tax burden across your portfolio, income, and estate.
What's included
- Tax-loss harvesting & gain deferral
- Asset location optimization across accounts
- Roth conversion & tax bracket management
- Charitable contribution strategies
- Integrated planning with your CPA
05
Insurance Services
Protect your income, your family, and your business.
A sound financial plan accounts for the unexpected. We evaluate your insurance needs objectively — with no commissions and no product quotas — to ensure the right coverage is in place at every stage of life. From protecting your family's income to safeguarding a business partnership, we help you build a safety net that supports your broader wealth strategy.
What's included
- Term life insurance
- Permanent life insurance
- Disability insurance
- Buy/sell agreement insurance
- Fee-only, no commission analysis
06
Alternative Assets
Expand your portfolio beyond traditional markets.
For investors seeking diversification, tax deferral, or real estate exposure without the burdens of direct ownership, alternative assets offer compelling opportunities. We guide clients through the complexities of 1031 exchanges, Delaware Statutory Trusts, and 721 investments — ensuring each strategy aligns with your broader financial plan and long-term goals.
What's included
- 1031 exchanges
- Delaware Statutory Trusts (DST)
- 721 exchanges & UPREIT conversions
- Alternative investment due diligence
- Integration with your tax & estate strategy
Ready to build your plan?
Every client relationship begins with a complimentary consultation. Let's talk about your goals and how we can help.