Doylestown Wealth Management

RIA Only
Hybrid

Doylestown Wealth Management

165 W Ashland St
Doylestown, PA 18901
Phone: (267) 864-2000
Website: http://www.dwmwealth.com/

Total Office Members: 10
Total Advisors: 8

Description:
Located in the heart of Doylestown, PA, DWM specializes in building custom financial solutions for our clients. Doylestown Wealth Management combines the talents of eight financial advisors, each with their unique investment perspective built on an average 17 years of professional investment experience.

We are most interested in:

Joining our Practice (1099, W2, Both)
Succession Planning

An advisor with the following background:
Our approach to helping the client is first to support the Advisor. We want to help you distance yourself from the administrative functions that may prevent you from servicing your clients more efficiently. We have the tools you need in order to do your job most effectively.

An advisor located within 5 to 25 miles from our office location.
An advisor with $15 to $75 assets under management.
We are open to expansion into the following regions:
Newtown, PA
Doylestown, PA
Blue Bell, PA

We focus on

High-Net-Worth
Financial Planning
Investment Management
Female Clients
Consultation Services
Insurance

We offer

Office Space
Remote Work Setup
1099
In-House Portfolios
TPMM Access
Administrative Support

Technology Stack

CRM: Salesforce
Financial Planning: E-Money
Trading Platform: Enhanced Trading
Performance Reporting: LPL FInancial / Orion
Client Portal: AccountView
Advisor Compensation: AdvisorBOB

Firm Custodians

LPL Financial
SEI Investments

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Doylestown Wealth Management

Doylestown Wealth Management

If interested in joining this practice, or looking to learn more, please click the button below!

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