DEVELOPING A FINANCIAL PLAN.
We’ll look at your complete financial picture and design a plan that fits your needs.
IMPLEMENTING YOUR PLAN.
We take a hands-on approach and work with you, keeping you informed on how we manage your financial future.
MANAGING YOUR PLAN.
We will recommend tax-efficient ways to manage your financial plan and to help pass more money on to future generations.
EXPLORE OUR SERVICES
The mission of DARTBANK Wealth is to provide our clients with professional guidance and innovative strategies that are right for our clients and for those who depend on them.
Investing for Income
Providing our clients with a clear picture of the income or potential income created by their asset portfolio is an essential aspect of our financial planning process.
Asset Preservation
Assisting our clients in understanding the risks associated with various investments requires gaining an understanding of our client’s goals and experiences. Matching investment risk with the client’s ability to tolerate changes in the value of the portfolio is tantamount to successful planning.
Asset Management
Presenting our clients with investment options for their portfolio is the final step of building an asset portfolio, and is based on all aspects of our initial discussions regarding risk and investment objectives.
Alternative Investments
Diversifying investments with low to no correlation to the market can enhance an investment portfolio. Interval funds, real estate investment trusts, private equity, preferred offerings, and limited partnerships can do just that.
Mortgage Planning
We have offered a full line of residential and commercial mortgage products since our inception. Analyzing refinance possibilities and assisting our clients in making home buying and selling decisions is one of the most important steps in our financial planning methodology.
Commercial Funding
Business ownership often means making informed decisions about leasing and buying commercial real estate. With a lifetime of investing in real estate experience, we can analyze your business’s ability to qualify for a commercial loan transaction and introduce you to sources of funding that are a fit for your business.
We recommend appropriate strategies regarding your Social Security and when to begin taking it.
Community Investing
Estate Planning and Philanthropy is very important to us. You’ve worked hard to achieve the life you desire, let us help you determine the most effective philanthropic strategies.
Retirement Analysis
Whether you want to invest for retirement or generate income in retirement, we can help you reach your goals.