| Don Wilkinson has the overall responsibility to identify opportunities in clients’ current portfolio(s) and estate plans.
With 30 years experience, he will recommend changes to reduce taxation and market risk through the asset management techniques his firm has access to.
The estate plan portion of the service will be implemented by local high quality estate planning attorneys duly screened and qualified by DFW & Associates.
The goal is to now have a new or revised wealth management plan that the client feels comfortable about and will work in the best interest of the client and their families.
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