Service...a Cut Above

Our services may seem familiar when compared to other firms, but comparisons fall short once our clients experience the way we do what we do. We can meet your needs at a level of expertise and experience that most attribute only to the giant financial heavyweights. Yet we remain refined enough to deliver an unexpected measure of personalized attention to each of our clients.

Are you interested in...Actively Managed Wealth Solutions?

• A wealth manager consistently looking for a better plan for your wealth?
• An alternative to the Buy, Hold and Pray Approach?
• A fee-based platform that isn't interested in making the next sale?

At DeWaay Capital Management, our fee-based, actively managed portfolio solution ensures that your investment is consistently monitored and is working for you. There are no commissions and our Investment Committee is consistently monitoring your progress. Every client, large or small, receives the same personal attention.

Are you interested in...Estate Planning and Insurance?

• Creating a definite plan for managing your wealth now and distributing it after your death?
• Avoiding conservatorship, death probate and death taxes?
• Optimizing the value in your real estate, business interests, investments, insurance policies and personal property?

By planning your estate now, we attempt to help you gain control over future outcomes and help you save time and money.

Are you interested in...Corporate Benefits and Services?

• Successfully retiring with enough money?
• Creating a business succession plan?
• Competitive employee benefits?

We have helped hundreds of business owners and high level executives successfully retire over the years. DeWaay Capital Management can provide you with a creative, cost effective solution.

Are you interested in...Retirement Planning?

• Fully enjoying your retirement years?
• Avoiding common, costly mistakes associated with retirement?

We have helped thousands of people transition into a retirement that reflects their goals and values. There are few circumstances pertaining to retirement that we haven't encountered.

Are you interested in...Stock Market Alternatives?

• Capitalizing on alternatives to marketable securities without losing market assets?
• Adding a whole new dimension to the concept of diversification?
• Individualized attention to your needs and risk- tolerance?

Just as in the stock and bond markets, there are risks associated with these investments that you must carefully consider prior to investing. Consequently, DeWaay Capital Management moves very slowly and deliberately as we educate our clients on their options in these areas. We conduct exhaustive research on projects and frequently perform years of due diligence prior to introducing our clients to these investments. Although there are no guarantees, our track record would clearly indicate that these efforts have paid off.

Are you interested in...Tax Planning Strategies?

• Saving as much money as you can for yourself?
• Optimizing your tax reduction?
• Putting more of your money to work for you?

Our team of CPAs can work with you and your Relationship Manager to develop a tax planning strategy that maximizes the success of your investment portfolio.