Broker Check


Wednesday, March 20, 2024

There are several benefits of having your taxes and financial planning done by one firm. The benefits of consolidating your tax preparation with financial planning and wealth management services extend far beyond mere convenience.

Thursday, February 15, 2024

Saving money on taxes is not one size fits all. Our team is ready to analyze your unique situation, discuss your goals, and recommend options which may reduce taxes, increase take-home dollars, or save for tomorrow and beyond.

Monday, January 8, 2024

Start your year right by reviewing finances. Set goals, budget wisely, build emergency funds, invest smartly, manage debt, optimize retirement plans, plan for children's education.

Monday, November 20, 2023

With end of year approaching, it may be time to evaluate your charitable giving strategies to make the most of your contributions for 2023.

Wednesday, October 11, 2023

We are addressing the most common financial fears you and your family might have. From wills and trusts to estate planning and long-term care, we'll shed light on these topics and show you how our team can help.

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Monday, September 11, 2023

This month at DBHW Wealth Partners, we are emphasizing the importance of insurance as a crucial part of your financial plan. Insurance plays a vital role, serving as a tool for investment diversification, predictability, tax advantages...

Thursday, August 3, 2023

Our August ‘firm focus’ is centered around bringing awareness about the importance of retirement planning. We believe it’s never too early to start planning for retirement and seeking the advice of a financial advisor...

Thursday, July 6, 2023

Representatives from DBHW Wealth Partners were recognized among the most successful affiliates of Avantax®, a leader in tax-focused financial planning and wealth management, during the invitation-only Avantax Elite Summit...

Thursday, June 22, 2023

Recently, DBHW Wealth Partners was recognized among the most successful affiliates of Avantax®, a leader in tax-focused financial planning and wealth management, during the invitation-only Avantax Elite Summit 2023 in London, England.

Friday, May 26, 2023

Preparing for retirement can look a little different for women than for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they may accumulate less income and benefits due...

Friday, January 13, 2023

We are live! As you’ve all heard over the past year, three passionate leaders and their offices have been working on merging offices. It is with immense excitement and pleasure that we officially announce our live merger and...

Thursday, July 14, 2022

At DB Tax & Wealth, we are grateful for the trust and confidence clients place in our team, and it’s because we want to continue serving you in the most impactful way possible that we are making some strategic additions to our...

Tuesday, June 21, 2022

Stock market volatility can try the nerves of even the most seasoned investor. When markets decline, it's natural for you as an investor to want to preserve your assets. At DB Tax & Wealth, we have a depth of knowledge in navigating...

Wednesday, February 2, 2022

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...