DWR WEALTH MANAGEMENT

DWR Wealth Management was founded in 2005 with the goal of building a team of experts to help clients achieve their financial goals. The firm was created to fill a need expressed by clients of Dunham & Associates CPAs to provide unbiased and objective advice that could only be offered through a fee-based business model. As fiduciaries, our team provides investment management and financial planning services to individuals, families, and business owners and professionals from both small business and corporate entities... DWR Wealth Management is located on The Alameda near downtown San Jose, California in a beautifully restored 1921 mansion. We are conveniently accessible one block off Interstate 880 with plenty of parking along The Alameda and in our private parking lot.

Also known as: DWR Wealth Management, LLC

Primary location: San Jose United States