Dawn Webster Financial is an independent, service-driven firm that provides impartial investment management
and financial planning for a select community of wealthy investors.
DWF is Fee-Only. What that means to you is there are no commissions. My interests are aligned with yours.
Our services include:
Planning together to define and reach your goals.
Asset Allocation Strategies
Investment selection and monitoring
Manager selection and monitoring
Collaboration with your accountant to provide ongoing information and help simplify your record keeping and
reporting
Working with your legal advisors and significant others to ensure your estate plans are consistent with your
goals
Minimum account size is $200,000.
Proudly serving the Grand Traverse,
Leelanau, Benzie, Antrim, Kalkaska Counties
and the communities of Acme, Alberta, Bellaire, Beulah, Buckley, Cedar,
Elk Rapids, Empire, Fife Lake, Frankfort, Glen Arbor, Grawn, Honor, Interlochen,
Kalkaska, Kingsley, Lake Ann, Leland, Mancelona, Northport, Suttons Bay,
Thompsonville, Traverse City, Williamsburg And All Of Northern Michigan