At DWM, We Approach Things a Little Differently.

Family Owned. Client Focused.

A third-generation financial firm dedicated to helping you build, protect and preserve your wealth through comprehensive financial planning and investment management in New York City. Whether you’re a young professional just getting started, planning to retire in the next few years or somewhere in between, we’ve got a squad of experienced professionals with great attitudes who are excited to connect the dots in your financial world. Our office, located in midtown NYC, is a jargon-free zone where we keep things real with you as we develop your comprehensive written Financial Life Plan (FLP) and provide convenient access to all of your wealth management accounts.