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What We Do - Dawn Webster Financial (DWF) is registered as an investment advisor in the State of Michigan.
- We provide investment management and financial planning services to individuals and families with $500,000 or more in assets.
- We work with your attorney's and accountants to assist with tax issues, estate planning and philanthropy.
- We spend a great deal of time cultivating lasting relationships with our clients.
- Our client's interests come first.
How You Benefit - Superior level of personalized service
- Small independent firm - we have no ties to any large corporations so we are free to do what is best for our clients.
- Investment strategies designed to help you meet your long-term objectives and income needs.
- Fee-Only wealth management.
- Strategic relationship with Fidelity.
- Simplified record keeping and reporting for you and your accountant
Fee-Only Wealth Management - Unbiased and solid financial advice.
- We Only Work for You
- We have no obligations to fund companies, brokerage houses, insurance companies or other commission driven investments.
- Fee-Only wealth management allows our interests to be aligned with yours
Investment Philosophy - Helping you to define and reach your goals is our number one concern.
- Asset allocation and diversification, the mix of stocks and bonds in your portfolio, has been found by academic studies to be more important than individual security selection.
- We tend to invest in mutual funds for the stock portion of your portfolio and investment grade bonds for the fixed income portion of your portfolio.
Relationship with Fidelity
We use Fidelity Institutional Brokerage Group as our "back office" which allows you to hold a wide variety of assets in one account.
Unlimited Asset protection insurance provided by: - SIPC (Securities Investor Protection Corporation) and
- Private Insurance Coverage provided by Fidelity
Lower Cost - No transaction fees on most mutual funds.
- Many load funds are available to us at no-load prices.
- No commissions.
Investments - More than 4000 mutual funds and 350-plus fund families to choose from.
- Domestic and international securities, including stocks, bonds and options.
- More than 250 separate Managed Accounts.
Reporting - Fidelity provides monthly statements of your account holdings and transactions.
- We provide quarterly statements in addition to those provided by Fidelity.
As my client, you can expect - Superior level of personalized service.
- Confidentiality and superior ethical standards.
- Individualized financial plans that help you achieve your unique goals
- Prompt responses to your questions and concerns.
Reasons Our Clients Come to Us: - Divorce
- Inheritance
- Retirement Planning
- Estate Planning
- Education Planning
- Life-changing circumstances
- Desire to have an investment relationship that provides them with the level of service and trust they need.
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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
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