About Doylestown Wealth Management

Visit “Our Team” page to view the investment specialty of each DWM advisor.  Ranging from Conservative Investment Strategies to more aggressive investment approaches, we have a depth of experience from our eight advisors who average over 17 years of experience.  See below for current investment opinions from the LPL research staff and contact us for our latest seminar schedule for our on-site seminar room.

Our Team

Our Services


Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested?

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they’ve passed.

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.

How Can We Help?

Find out how we can help you reach your financial freedom.

Contact Us Now