Service...a Cut Above

Our services may seem familiar when compared to other firms, but those comparisons may fall short once our clients experience the way we do business. We strive to meet your needs with a level of expertise and experience most attribute to the financial heavyweights. We want to 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 help you develop 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 we haven't encountered.

Are you interested in...Stock Market Alternatives?

• Utilizing alternatives to marketable securities?
• Adding a new dimension to the concept of diversification?
• Receiving individualized attention based on your needs and risk- tolerance?

There are risks associated with these investments you must carefully consider prior to investing. DeWaay Capital Management moves slowly and deliberately as we educate our clients on their options. We carefully research oppurtunities and perform due diligence prior to introducing our clients to these investments.

Are you interested in...Tax Planning Strategies?

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

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