With a combined experience of 70+ years, our team members are experienced in helping you create a plan to achieve your unique financial goals. Dunham & Deitel brings passion, perspective, and focus to the table.
Open and available to all our clients, we offer planning and investment platforms for all clients, whether you are:
- just starting to build wealth,
- well into accumulating wealth and wishing guidance on protecting assets,
- transitioning into retirement and needing to tap into your wealth, be it liquid assets or hard assets like closely held businesses or real property, or
- into the distribution of income phase of retirement.
It’s our goal to provide a comprehensive and enjoyable experience for our clients and their families, communicated to you on an agreed upon schedule and in plain language that you and your family can understand.
Our team administers complex estate investment strategies, assists with alternative risk management for individuals and business owners, and provides “startup investment” guidance for young professionals beginning their financial journeys. Our experience is broad. How can we help you?