Dunbar Wealth Management
See the Whole Picture.
Plan Accordingly.
Disciplined, tax-forward wealth management for individuals, families, and business owners seeking a coordinated approach to building, protecting, and preserving wealth.
Guided Financial Planning
What I Do
Wealth Management, Built Around You
Your financial life is unique, and your wealth management strategy should reflect that.
At Dunbar Wealth Management, I take a comprehensive, tax-forward approach to financial planning, bringing together investment management, retirement planning, tax efficiency, cash flow, insurance, and estate planning into one coordinated strategy.
My goal is to help you see the bigger picture, navigate important financial decisions, and move forward with clarity, confidence, and purpose.
01
Retirement Planning
A structured approach to retirement income, Social Security, tax considerations, healthcare costs, and long-term financial stability.
02
Tax-Aware Planning
Planning strategies that consider the tax impact of major financial decisions, with coordination alongside your tax professional when appropriate.
03
Investment Management
Disciplined portfolio guidance designed around your goals, risk tolerance, time horizon, and broader financial plan.
04
Business Owner Planning
Integrated planning for business owners balancing company growth, personal wealth, retirement goals, succession, and exit considerations.
05
Insurance Planning
A review of your current coverage to help identify gaps, manage risk, and protect your income, family, and assets.
06
Legacy & Estate Coordination
Guidance to help organize your estate planning priorities and coordinate with legal professionals so your plan reflects your wishes.
How I Work
A Disciplined Process,
From Start to Strategy
Every client engagement follows a structured process designed to give you a complete picture of your finances and a clear, actionable plan.
01
Discovery
I start by understanding your full financial picture — goals, assets, obligations, and timeline.
02
Strategy
I build a comprehensive financial plan tailored to your unique situation and long-term objectives.
03
Implementation
I execute the plan with precision, coordinating across investment, tax, insurance, and estate planning.
04
Ongoing Review
Regular reviews ensure your plan stays aligned as markets shift, life changes, and goals evolve.
Get Started
Ready For a Clearer Path Forward?
Schedule a complimentary consultation and see how thoughtful financial guidance can bring structure, clarity, and confidence to the decisions ahead.
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