7921 Broad River Road
A GOAL WITHOUT A PLAN IS JUST A WISH…
DPO Wealth Management offers an all-inclusive approach towards achieving your goals by integrating financial planning, portfolio management, insurance and tax strategies.
We will keep you focused on where you want to go, advise you on how to get there, and consistently aid you in maintaining the disciplined approach required to realize your dreams.
Brokerage AccountsTraditional IRA, Roth IRA401(k), 403(b), 457,SEP IRA, Simple IRAAnnuities
RetirementBudgetingCollege EducationEstate/Legacy Planning
Life InsuranceLong Term CareDisability
Individual Tax Planning and PreparationCorporate Tax Planning and PreparationSmall Business AccountingIncome, Gift, and Estate Tax Preparation
Executive Portfolio Manager