Integrity and Transparency, it's in our DNA
Integrity and Transparency, it's in our DNA
At DNA Wealth Partners,
we are passionate about providing our clients with innovative retirement strategies.
DNA Wealth Partner’s mission is simple: we safeguard and grow your retirement assets by advising you and your family on how to maximize your retirement savings. Our clients and their families are the heart of DNA Wealth Partners’ business, and they always will be. We are dedicated to honest and straightforward retirement consulting and wealth management services for a wide range of clients. We cater to people who are currently employed and looking ahead to the future, people who are nearing retirement, as well as people already enjoying retirement, but who want to refine and improve their wealth management strategies.
As a result of our many years of experience in this sector, we strongly believe that there is no such thing as a one-size-fits-all approach to retirement planning. DNA Wealth Partners meticulously crafts custom retirement strategies for each of our clients based on their individual needs. Educating our clients about the many different retirement options and products on the market and finding the best solutions to all of their retirement planning needs is our main goal. We ensure the highest standards of integrity and transparency for our clients by sharing truthful information about the financial services industry.
When it comes to managing retirement assets, our priority is providing the utmost level of care in order to serve and protect our clients.
DNA Wealth Partner’s mission is simple: we safeguard and grow your retirement assets by advising you and your family on how to maximize your retirement savings. Our clients and their families are the heart of DNA Wealth Partners’ business, and they always will be. We are dedicated to honest and straightforward retirement consulting and wealth management services for a wide range of clients. We cater to people who are currently employed and looking ahead to the future, people who are nearing retirement, as well as people already enjoying retirement, but who want to refine and improve their wealth management strategies.
MORE
When it comes to managing retirement assets, our priority is providing the utmost level of care in order to serve and protect our clients.
Services tailored to fit your individual needs perfectly
We make it our primary concern to know what matters to each and every one of our clients. Knowing the details that can make a difference in their lives, allow us to design and implement holistic retirement service around individual requirements and needs.
Managing Partners, Don Spini and Ashley Patterson, have decades of experience in the financial sector. Both Don and Ashley also have a deep understanding of state, public, and government retirement benefits. When working with their clients, they particularly enjoy sharing unique, little-known, retirement income strategies, which create pension-like scenarios. Here are some of the services and strategies DNA Wealth Partners offers:
We make it our primary concern to know what matters to each and every one of our clients. Knowing the details that can make a difference in their lives, allow us to design and implement holistic retirement service around individual requirements and needs.
MORE
Managing Partners, Don Spini and Ashley Patterson, have decades of experience in the financial sector. Both Don and Ashley also have a deep understanding of state, public, and government retirement benefits. When working with their clients, they particularly enjoy sharing unique, little-known, retirement income strategies, which create pension-like scenarios. Here are some of the services and strategies DNA Wealth Partners offers:
Meet the DNA Wealth Partners Team
Don Spini genuinely cares about people. He is a former Los Angeles police officer who spent over three decades working in the financial services industry as an executive for nationally recognized financial institutions. Since first starting in the financial industry, Don has long felt that the process of retirement planning is often made more complicated and confusing for people then it need be. This has motivated him to develop an innovative and more intuitive approach to retirement planning. Don’s straightforward methodology makes retirement income strategies accessible and attainable to everyone, while removing the unnecessary mystery and confusion from the process. Over the course of his career, what Don loves most about his work is helping people implement the strategies he develops for them. His greatest reward is seeing the peace of mind his clients get from a sensible and financially rewarding strategy he creates for them.
In addition to being recognized as a renowned public speaker, who has reached audiences of tens of thousands of people all over the United States, Don is an author of several bestselling books. Currently he is raising his two daughters, Katie and Olivia, in Scottsdale, AZ, with his fiancé, Logan, who is an accomplished corporate attorney.
MORE
Don’s straightforward methodology makes retirement income strategies accessible and attainable to everyone, while removing the unnecessary mystery and confusion from the process. Over the course of his career, what Don loves most about his work is helping people implement the strategies he develops for them. His greatest reward is seeing the peace of mind his clients get from a sensible and financially rewarding strategy he creates for them.
In addition to being recognized as a renowned public speaker, who has reached audiences of tens of thousands of people all over the United States, Don is an author of several bestselling books. Currently he is raising his two daughters, Katie and Olivia, in Scottsdale, AZ, with his fiancé, Logan, who is an accomplished corporate attorney.
Ashley Patterson has more than 17 years of experience in the financial services industry. She comes from a long line of family members with a combined 120 years of financial service between them. Ashley knows first-hand how important it is to generate a reliable monthly income in the retirement years. She especially wants her clients to avoid going through what her grandmother experienced when she retired from AT&T in 1999. As a result of her grandmother’s unfortunate choice of “cash-and-stocks” option instead of a pension, a year later, she lost almost 50% of her total retirement savings in the “dot.com crash”. Ashley dedicates herself to making sure her clients get the quality advice and assistance they deserve, so no one has to go through what her grandmother did.
Safely navigating her clients through the great recession of 2008, Ashley went on to personally assists them in capitalizing on their investments over the past 10 years of the bull market. She is both prudent and savvy when it comes to her investment strategy and maintains a stellar track record for success in both good times and bad times. This approach has placed her at a level of expertise that sets her apart from other financial professionals.
Raised in Texas, Ashley sends time between her homes in Austin, Las Vegas, and Scottsdale Arizona. She is an avid animal activist, who enjoys raising her two adopted boxers, Bodhi and Bianca.
MORE
She especially wants her clients to avoid going through what her grandmother experienced when she retired from AT&T in 1999. As a result of her grandmother’s unfortunate choice of “cash-and-stocks” option instead of a pension, a year later, she lost almost 50% of her total retirement savings in the “dot.com crash”. Ashley dedicates herself to making sure her clients get the quality advice and assistance they deserve, so no one has to go through what her grandmother did.
Safely navigating her clients through the great recession of 2008, Ashley went on to personally assists them in capitalizing on their investments over the past 10 years of the bull market. She is both prudent and savvy when it comes to her investment strategy and maintains a stellar track record for success in both good times and bad times. This approach has placed her at a level of expertise that sets her apart from other financial professionals.
Raised in Texas, Ashley sends time between her homes in Austin, Las Vegas, and Scottsdale Arizona. She is an avid animal activist, who enjoys raising her two adopted boxers, Bodhi and Bianca.
DNAWP MEDIA
Your Digital Source for Retirement News and Information
The Wealth Lab radio on KKNT 960AM & KFYI 550AM
On The Wealth Lab radio show with Ashley Patterson and Don Spini of DNA Wealth Partners, Ashley and Don help their listens to unravel the many common myths surrounding retirement planning, while discussing changes you can make right now, to help you build a more secure financial future. The Wealth Lab provides a finical road map to assist its listeners to safely navigate life after work. Ashley and Don want to insure that you are able to maintain the lifetime retirement income that you will need to support your lifestyle, without worrying about running out of money.
Topics Include:
- How to catch up even if you’re behind on retirement planning & saving
- How to minimize the impact of taxes, inflation, and bear markets
- Share less common but more effective retirement savings strategies
- Discuss the different types of insurance you need to protect your retirement assets
Listen to The Wealth Lab on KKNT 960 The Patriot on Sundays from 4pm – 5pm and on KFYI-AM 550 on Saturdays from 3-4pm and Sundays from 12 – 1 pm.
Don Spini of DNA Wealth Partners Discusses Annuities
In this episode of Retirement News Online, Don Spini of DNA Wealth Partners in Scottsdale AZ discusses Annuities. Can Annuities be used as part of your retirement plan? Watch to find out.
Difference Between Retirement Planning & Financial Planning
In this episode of Retirement News Online, Don Spini of DNA Wealth Partners in Scottsdale AZ discusses the differences between retirement planning and financial planning. Do you know the differences?
Schedule your consultation
It is never too early or too late to start planning for your future. 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 our business.
To find out more about the DNA Wealth Management Partners experience, contact us to schedule your no-obligation wealth management consultation.