Registered Investment Advisor Representatives

 YOU HAVE WORKED HARD FOR YOUR MONEY.

Let us guide you toward financial security.

Dynamic Wealth Management has been committed to assisting clients with building and preserving wealth through a variety of asset management strategies for the past 26 years. We are an independent financial planning firm dedicated to serving and supporting our clients needs with comprehensive service and practical financial advice.

Our team places great value on individualized service and the personal interest  we have in our clients.  Our ongoing relationships develop from a foundation of trust, respect, and communication.  We regard our long-term clients as mentors, partners, and in many cases, friends.

Dynamic Wealth Management offers the combination of experience, integrity, technology, and personal attention essential in helping you make smart financial choices as you move toward financial security.

" Above all the most rewarding part of our job is helping you achieve your financial goals. We look forward to assisting you in pursuing your goals in the years to come."

 

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Dividends as a Growth Strategy

A study by S&P found that dividend income represented 34% of the monthly total return of the S&P 500 index from 1927 through 2012.

HOT TOPIC: PATH Act Makes Many Tax Breaks Permanent

An outline of PATH Act provisions that may be most helpful for individual taxpayers and small businesses.

The Appeal of ETFs

The total trading value of exchange-traded funds on world stock exchanges increased 35% over the previous year.

Correlation and Portfolio Performance

How correlation plays a role in constructing a portfolio that strikes a balance between risk and potential return.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck