DM WEALTH SERVICES INC.

DM Wealth Management is a fee-only OK RIA offering portfolio management and financial planning. We provide a transparent and holistic approach to financial planning and investment management. Our recommendations are designed to help you meet your goals. We offer portfolio management with regular reviews geared toward your investment policy statement. We also provide comprehensive financial planning that is regularly updated to reflect the current status of all areas of your financial life: cash flow, investments, insurance, retirement, taxes, and estate. DM Wealth Management is the place to go if you want personalized service from a boutique style approach with vintage values that feels like “home.” We deliberately chose to establish our own team so we could do what we love, and the way we love to do it. We develop smart, simple solutions that are custom-tailored to fit their unique needs. Our key services include: Investment portfolio management, Lending cash management, Generational wealth transfer and succession planning, and Insurance planning.