Broker Check

Your Financial Journey

Let us help you navigate the various financial paths.

Learn More- No matter how long you have been on your financial journey, like everyone, that journey has probably had its ups and downs. Sometimes financial advisors meet with a client, set up a plan, and then do not speak to the client again until the next year. However, the Dunlap Gill Wealth Management Group takes a different approach.

We start by reviewing your current financial plan and investment holdings. Next, we help establish goals, assess risk tolerance, review tax implications, help to define an investment philosophy and thereby design your portfolio.

Take the Financial Planning Survey to get started.