DB Wealth Management Group

DB Wealth Management Group, LLC's mission is to simplify the process of building, maintaining, and guarding your wealth so that you may retire with certainty. This work necessitates the creation of tailored, connected, and streamlined financial strategies that integrate every aspect of your wealth journey from investment management to tax planning to wealth transfer. No matter what phase of life you happen to be in, we can help you move from point A to point B. Our primary aim when consulting with DB Wealth Management Group is you. All recommendations we offer will be in your best interests as an investment fiduciary service provider. Your first and foremost responsibility is to you. We are your one-stop shop for financial expertise. It is our goal to ensure that all elements of your financial lives cooperate seamlessly to create the best possible results. We put you in the driver's seat and initiate a tailored planning process to gather all your financial information. We can only provide advice when we understand your financial picture. Once we have a closed-loop plan, we can monitor your progress and anticipate your needs. At DB Wealth Management Group, we handle your financial planning obligations, giving you the advice and resources needed to make informed wealth, retirement, tax, and estate decisions. We are your trustworthy advisor, mentor, and partner, helping you achieve financial freedom. Michael Donohue CFP(r), for example, has won Forbes Best in-State Wealth Advisor* 2022 for his customer-first approach to advising. This honor goes to consultants who are committed to improving the client experience and value, as this is our only goal.