DTR Financial is a wealth management firm that is focused on defining what wealth looks like for each individual client or family. I do believe that wealth should be measured by your ability to sustain your desired lifestyle, versus simply measuring the amount of money within your account.
I choose to deal with my clients in a straightforward manner, with full disclosure and transparency of all fees, products, and solutions that I propose to implement.
My independence allows me to truly find the right solution for my clients. I have access to many different partners within the financial industry that will help to achieve the goals that my clients identify as most important to them.