Dunn Craven Group
Our goal is to help clients enjoy the wealth they have worked so hard to create, not to worry about it. We work with a limited number of clients which allows us to deliver exceptional attention to every client. Clients value our devotion, thoroughness, accessibility and experience.
We help clients define their financial goals and then design, implement and track a customized wealth management strategy. Portfolio construction is tailored for each client based upon their desire and need for income, growth and capital preservation, then reviewed regularly for consistency to lifestyle and wealth transfer goals.
In addition, we assist clients with tax minimization strategies and estate planning issues as well as work with their advisors in developing estate plans. The scope of our practice includes affluent individuals and families, business owners, entrepreneurs, executives and professionals.
How We Work With Our Clients:
- We have regular conversations with our clients about their financial goals, as well as their life goals, taking the time to get to know their families and what drives their decisions and priorities.
- We enjoy having meaningful discussions with our clients about their wealth management strategy, understanding that this increases their satisfaction and reduces behavior that could impair their long term success.
- We use a variety of tools to regularly analyze client portfolios and track progress to goals.
- By working with a limited number of households, we are able to create customized wealth management strategies for each client to help them preserve and grow their wealth.
- We believe clients should understand what they own and how their investments are working to help them achieve their goals.
- Because losses are difficult to make up, we spend a great deal of time reviewing risk and discussing the risks that can best help clients achieve their goals.
- We actively seek to incorporate strategies that deliver upside potential with some measure of downside mitigation.
- We invest a significant amount of time analyzing changing market conditions and global economic crosscurrents which enables us to incorporate opportunistic investment themes.
- We focus a high level of attention on tax minimization strategies.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
