We work with families who are willing to have an open and honest professional relationship that allows us to provide the most effective service possible. But honest communication in both directions is key. This is why we’re committed to treating our clients with respect, openness, and honesty every step of the way.
Our associates also enjoy working with millennials who want to plan for their future today. After all, the difference between saving at 25 and 35 is huge. Our multi-generational team provides the time and the resources necessary to give millennials the attention and service they need for success.
Finally, DDWM works with owners of captive insurance companies to craft risk managed approaches to provide consistent returns on excess reserve funding, focusing on transparency and liquidity. We manage money for 831(b) pure captives and risk retention groups domiciled in Tennessee, Utah, and Vermont. We assist captive owners and service providers with the development of investment policy statement language consistent with insurance regulations in the domiciles we serve. Through our relationship with TD Ameritrade Institutional, we can provide your service provider with direct data feeds to potentially lower accounting costs for your captive.