DBR Wealth Partners offers three customized levels of service based on a client’s current financial standing. Our focus is on right-serving our clients as opposed to a ‘one-size fits all’ philosophy prevalent in many firms.
If you are well into the process of building wealth, we are here to assist you in securing your hard-earned personal and retirement assets. You’ll have access to core tenets of our LifePlan 20/20® financial planning process, technology driven solutions and strategic asset management advice that suits your stage in life.
If you’d like to discuss a plan to retain and build on the wealth you have, contact Steve Kohler, CFP® Managing Director of DBR Advisory Services: or 412-227-2800
Investors with over $500,000 in assets
For qualified, next generation investors, DBR Next Emerging Wealth is a fee-based financial planning service designed specifically to cater to younger savers and investors who are in the early stages of their journey toward financial success. We’ll help you organize and construct a plan that will help you resolve current issues while planning for a more secure future.
If you’d like to discuss how to get started, contact Jeremy Suschak, CFP® Director of DBR Next Emerging Wealth: email@example.com or 412-227-2800
Aspiring high net worth investors with under $500,000 in assets
DBR Wealth Partners provides advisor services to corporate employees and executives to help secure their financial future. Our seminars, Lunch ’n Learn programs and individual counseling provide education and advice to help them make sound financial decisions in their professional and personal lives.
One of the most valuable benefits you can offer your employees is the opportunity to participate in a Qualified Retirement Plan. It can provide peace of mind to current employees and serve as an incentive to attract new talent to your organization.
At DBR & CO, we’ve been fiduciary compliant for years. As a result, retirement planning is a priority. That means professional Qualified Retirement Plan advice from experienced, independent advisors. Our service is personal, and our products are non-proprietary to give us total flexibility in developing a plan that fits your company’s needs.
For more information on DBR & CO's Qualified Retirement Plans or any other retirement plan solutions, contact: Rick Applegate, Managing Director: firstname.lastname@example.org