Every client is assigned a Partner and a Consultant to handle all aspects of plan development and administration. This means you’re getting top-notch service from industry veterans focused on your individual plan.
In addition to years of experience and various industry credentials, we take the extra step and require all of our employees to have PTINs (Preparer Tax Identification Number), meaning we voluntarily subject ourselves to the same rules of professionalism and ethical behavior that apply to other financial and tax professionals.
Get to know the DWC team.
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