Broker Check
Enhancing your return on life. What it means to be a part of our client family. What smart investors know. Bucket plan to go with bucket list.
 

Does my portfolio fit me?

 

What's My Income?

 

All Videos

 

Open A New Account

We are a full-service financial firm committed to helping people pursue their financial goals.

Welcome to Dunlap Gill Wealth Management Group. Through our website, we hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial fitness. We're here to help educate you about the basic concepts of wealth coaching and wealth management. We want to share more about who we are, our processes, and offer timely educational videos to help you along your journey. We hope you take advantage of this resource and visit us often. Share with your family and friends, download our mobile app, and like us on Face Book. We are here for you!

Contact Us

Download Our Free App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

Download our app on the App Store! Download our app on Google Play!

Helpful Content

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Doubling Your Money

This calculator demonstrates the power of compound interest.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

View all videos arrow