High-touch wealth management meets modern technology.

Dynamic Wealth Solutions LLC is a technology forward financial fiduciary.

That means you are at the center of everything we do because we are obligated to put your interests above all else. We provide comprehensive personal wealth management to individuals, trusts, and family offices.

We are experienced wealth managers who marry high-touch human interaction with technology. We believe this is part of what puts us at the forefront of the profession. Our client-first service model champions a team approach that we believe differentiates us from traditional generalist financial advisors.

      The Dynamic Wealth Solutions team has worked together as partners since 2014. We share a deep interest in the markets and a commitment to helping families build and preserve wealth across generations.

     Our team brings together varied professional specialties and educational backgrounds, which allows us to approach complex financial challenges from every angle. Each team member is a licensed Investment Adviser Representative (Series 65), and together we bring more than three decades of combined professional experience.

    Over the years, we’ve guided clients through changing markets, career transitions, business milestones, and the move into retirement. We bring a never-stop-learning mindset and an entrepreneurial spirit to every relationship.

Our Team Approach

    Our team approach is specifically designed for high-net-worth families with $5 million or more in investable assets. Rather than working with a single advisor, you’ll have a dedicated team fully integrated into your plan:

Lead Advisor: your primary point of contact, who understands your goals and coordinates your plan.

Portfolio Manager: oversees your investments and keeps your portfolio aligned with your plan on the backend. This role is key to the implementation and stewardship of your overall investements. We help analyze risk constantly and remain vigilant to monitor your strategies. 

Financial Planner: works with your lead advisor to map out your retirement, tax-aware, and estate strategies, coordinates with your CPA and attorney, and keeps your plan current as your life evolves. 

    Supported by our executive assistant, your team communicates regularly, monitors your plan, and responds promptly to your needs. Above all, you and your family receive what matters most: fiduciary stewardship and personal attention, always.