Dawn Webster Financial, Inc.
Fee-Only Investment Management


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Photo courtesy of Bill Lancaster

 

Welcome to Dawn Webster Financial, Inc.

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
 

 Copyright © 2000-2004 Dawn Webster Financial, Inc.
Traverse City, Michigan 49684
All Rights Reserved

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