Our Services

Guiding You To A Confident Future

At Dewhurst Wealth Management, we specialize in private wealth management with a focus on retirement planning and distribution. Our comprehensive approach emphasizes goals and cash flow analysis, while our investment models for retirees prioritize drawdown risk. We work alongside CPAs and attorneys to provide a holistic approach to financial planning. We offer counsel to business owners and plan committees while providing educational services to plan participants. Our goal is to provide our clients with confidence and more time in their day, allowing them to focus on what truly interests them. Explore our services and let Dewhurst Wealth Management guide you towards a secure and prosperous future.

Retirement Planning

Learn more

Tax Planning

Learn more

Estate Planning

Learn more

Hidden Box

Learn more

High Net Worth Guidance

Learn more

Small Business Owner Guidance

Learn more

Wealth Management & Investing

Learn more

Risk Management

Learn more
Retirement Planning

Retirement Planning

Retirement is a significant milestone in your life, and it requires careful consideration and strategic decision-making. While it may be tempting to navigate the complexities of retirement planning on your own, the guidance and expertise of a financial professional can make a world of difference. We have spent years studying and staying up-to-date with the ever-changing landscape of retirement planning, ensuring that we are equipped with the knowledge and tools to help you make informed choices. We can provide personalized advice tailored to your unique circumstances, helping you create a comprehensive retirement plan that aligns with your goals and aspirations.

Tax Planning

Taxes can significantly impact your financial well-being, and navigating the ever-changing tax landscape can be daunting. We have extensive knowledge and expertise in tax laws and regulations, allowing us to develop comprehensive tax strategies tailored to your specific financial situation. Our team can identify potential tax-saving opportunities, optimize your deductions, and minimize your overall tax liability. Our in-depth understanding of the tax code enables us to stay ahead of any legislative changes that may affect your tax planning. Moreover, we can coordinate with your other financial professionals, such as accountants and attorneys, to ensure a holistic approach to your tax strategy.

Estate Planning

Estate planning is a complex and multifaceted process that requires careful consideration and expert guidance. By working with us, you can ensure that your wishes are properly documented and your assets are protected for future generations. We have a deep understanding of estate planning laws and regulations, allowing us to create a comprehensive plan that minimizes estate taxes and maximizes the value of your estate. We can help you establish wills, trusts, and other essential documents to ensure that your assets are distributed according to your wishes. Additionally, we can assist in coordinating with your legal and tax advisors to ensure a seamless and efficient estate planning process.

High Net Worth Guidance

High Net Worth Guidance

We understand the unique challenges and opportunities that come with having a high net worth. Managing significant wealth requires a specialized approach, and that's where we come in. We understand the intricacies of wealth preservation and growth. Our team has the ability to develop a comprehensive financial plan that aligns with your specific goals and aspirations. With our knowledge and resources, we can help you towards optimizing your financial position and help you make informed decisions with the specialized goal of focusing on protecting and growing your wealth.

Small Business Owner Guidance

Handling the financial aspects of your business requires expertise and strategic planning, and that's where we can provide valuable guidance. We have a history of working with small business owners like yourself, and we understand the intricacies of managing cash flow, optimizing tax strategies, and planning for growth. We can help you navigate the complexities of financial management, including budgeting, forecasting, and investment decisions. Additionally, we can assist in developing comprehensive business succession plans to help ensure a smooth transition when the time comes.

Wealth Management & Investing

Wealth management goes beyond simply managing investments; it encompasses a comprehensive approach which focuses on preserving and growing your wealth while aligning with your financial goals and aspirations. We have the expertise and experience to navigate the complexities of wealth management, offering personalized strategies tailored to your unique circumstances. Our goal is to help you achieve long-term financial success and provide confidence, knowing that your wealth is being managed by a dedicated professional. We stay abreast of market trends, regulatory changes, and investment opportunities, helping us ensure that your portfolio is optimized to withstand market fluctuations and focused on achieving your desired outcomes.

Risk Management

Risk Management

Life is full of uncertainties, and effectively managing risks is essential to safeguarding your financial well-being. Our team can assess with  mitigating potential risks that could impact your financial goals. By conducting a thorough analysis of your unique circumstances, we can identify areas of vulnerability and develop a comprehensive risk management strategy. This strategy may include insurance coverage, diversification of investments, and contingency planning. We stay informed about the latest industry trends and risk management techniques, ensuring that your financial plan is robust and adaptable. We can provide guidance and support to navigate unexpected challenges, helping you to protect your assets and guide you towards long-term financial security.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Ready to work towards your goals?

Contact Us