We develop custom strategies designed to get you to your goals.
At DNA Wealth Partners, we are passionate about providing our clients with innovative retirement strategies.
Built Around a Simple Core of Complex Innovation
Born out of the need to communicate to those unaware of the index industry, DNA Wealth Partners was built with a goal in mind: to bring the latest options to our valued clients, thereby helping them find safety and comfort in retirement. We do just that via thorough research and an emphasis on simple communication. Our focus is on understanding each individual client to get a firm grasp on their current position, where they’re going and where they’d like to be. Then, we can enact a plan that course corrects against potential obstacles and eyes sustainable growth.
The DNA Wealth Partners Nucleus
Just like each person’s genetic makeup, our team is remarkable and rare. Through upholding our values and beliefs, they come together to find a solution custom-tailored to each client’s unique situation and goals. With dozens of years of experience during both good times and bad, our team has enjoyed periods of success and navigated generational storms, and they tackle every issue without fear, looking to instill that same confidence in our clients. Meet our team members below!
Live every Sunday on AM960 The Patriot from 9 – 10am & 11 – 12pm and on KFYI-AM 550 from 12 – 1pm.
Each week on The Wealth Lab, Don, Ashley, their guests, and their team bring you everything you need to know about retirement and income planning in a fast-paced format. Going over the latest developments in the financial world, we aim to use every episode to keep you informed on changes that may affect you personally. By tuning in to The Wealth Lab, you may learn commonsense strategies, helpful tips and tried-and-true financial principles that give you power over your financial future and help you make the most out of your retirement savings. The Wealth Lab team is focused on supporting investors in the preservation and growth of their assets, increasing their income and reducing their tax burdens.
Live every Sunday on AM960 The Patriot from 9 – 10am & 11 – 12pm and on KFYI-AM 550 from 12 – 1pm.
Structuring Our Services to Fit Your Needs
We are a service-based financial planning firm, and though we carry titles, registrations and licenses that give us access to unique products and options to help you plan for your ideal future, we believe in a strategy centered around our clients. No matter their needs or current situation, we adopt a custom approach that we believe helps us truly understand each person we meet with, thereby giving us a better chance to put them in the most advantageous position. Here are some of the services we offer to help you reach the dreams you believe so strongly in.
DNA Wealth Research Lab
The Research Lab is a central hub for all our latest resources, blog posts, financial news and information. We are committed to continuously updating our website to empower you with information and help you arm yourself with the knowledge you need to succeed.
Visit our research lab below!
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Schedule Your Consultation
It is never too early, nor too late, to start planning for the future you both desire and deserve. Our team at DNA Wealth Partners would like to help you learn about all of the wealth management and retirement options that are available to you. Assisting you in generating the money you need to reach your retirement goals is in our genes. To find out more about the DNA Wealth Partners experience, contact us to schedule your no-obligation wealth management consultation.
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