Dunlap & Associates Wealth Management

(770) 632-2674 info@raydunlap.com

Our firm was founded in 1999 with the goal of assisting our clients in every aspect of their financial lives. We work closely with clients to help them achieve their goals. Our staff consists of experienced professionals with a "hands-on" approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. We want to have long-term relationships with our clients.

Investment choice

Commonwealth gives us access to robust market research and a virtually limitless selection of third-party investment vehicles, from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans. Backed by rich knowledge and product range, we can make the best choices for you based on your financial objectives, personal investment style, and risk tolerance.

Responsive service

Commonwealth’s advisor-to-staff ratio is one of the best in the industry. This means staff members attend to our needs promptly, execute transactions quickly and accurately, and, in general, offer first-class service that helps us provide the same to you.

Account support.

Knowledgeable investors enjoy greater financial confidence. Consolidated monthly statements, online account access, and Commonwealth’s Service Center allow us to provide you with all the information you’ll need to stay informed.

Professional education.

Your financial well-being directly benefits when we stay abreast of industry trends and the latest regulatory guidelines. As Commonwealth advisors, we frequently participate in a diverse curriculum of technical seminars and educational programs reflecting the best practices in the financial industry.

*As of February 28, 2015
**As of December 31, 2014 Commonwealth is a member of the SIPC, which protects securities customers of its membership up to $500,000 (including $250,000 for claims for cash). An explanatory brochure is available on request or at www.sipc.org.