Dunlap & Associates Wealth Management
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.
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.
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.
More than three decades in development, Commonwealth’s technology platform, with its integrated web-based systems, allows us to more efficiently and easily review your financial situation, make updates and changes, and keep you apprised of your status through client-friendly systems.
Breadth of expertise
Commonwealth employs financial planning experts and leading planning tools and resources to assist us in addressing your financial needs, however complex. From certified financial planners to attorneys and niche-credentialed experts, the group’s capabilities span estate planning, taxation, risk management, business planning, and retirement planning.
Access to top management
Commonwealth’s culture is arranged to routinely give us immediate access to the firm’s 11 partners, who have an average tenure of 20 years and a hands-on approach to day-to-day operations. We have the same breadth of resources available to us as do advisors in bigger, publicly held firms—but with more personal service. Access to this depth of knowledge translates directly into better, faster, more informed decisions for you.
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.
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.