Financial Advice & Investment Management
Dunuwila Wealth Management provides comprehensive financial advice and investment management. Our team takes pride in being friendly, knowledgeable and efficient. We do not impose a “minimum investment requirement” on our clients and our initial consultations are free of charge. Our process always begins with the same first step: listening to you. From there we take a customized approach to address your needs, assisting in areas such as:
Wondering if you’re on track for retirement? We generate projections to identify the path you’re currently on and assess whether there is anything else you should be doing. We also advise on how to manage a sound budget and wisely reduce debt.
We diversify your investments to coincide with your goals, and carefully consider the fees and risks involved. We help monitor and manage your investments to ensure that you stay on track over time.
Retirement Income Planning
Confused about when to elect Social Security? Unclear on how to draw income from the investments that you have accumulated? We will customize a sustainable and tax-efficient income plan just for you.
We will help you understand the various policy types and select an option that makes the most sense for your budget, family situation, and goals. We will gather quotes from multiple, highly-rated, insurance companies.
Tax & Estate Planning Strategies
Although we do not prepare income taxes or write wills, we are committed to helping our clients identify tax-efficient methods to save, invest and withdraw. Additionally, we strategize ways to protect your beneficiaries and pass money to future generations.
We help clients to budget and invest toward their college-savings goals and can help establish 529 plans.
SUNY and K-12
We’re honored to be among the financial advisors who have been entrusted to work with the employees at several of the SUNY colleges and local K-12 school districts. We assist employees with managing and monitoring their accounts as we help navigate them toward a successful retirement.
As part of our commitment to providing only the highest-quality advice to our clients, if we identify a need that would be best handled by a specialized professional – such as an attorney or an accountant – we can refer you to one.