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What We Do

DPO Wealth Management offers an all-inclusive approach towards achieving your goals by integrating financial  planning, portfolio management, insurance and tax strategies.

Our Goal

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. 

Our Process


Our Services

Portfolio Management

Brokerage Accounts
Traditional IRA, Roth IRA
401(k), 403(b), 457,
SEP IRA, Simple IRA
Annuities

Financial Planning

Retirement
Budgeting
College Education
Estate/Legacy Planning

Insurance

Life Insurance
Long Term Care
Disability

Tax Planning

Individual Tax Planning and Preparation
Corporate Tax Planning and Preparation
Small Business Accounting
Income, Gift, and Estate Tax Preparation

Meet Our Team

Marge Dorey

Relationship Manager

Patricia M. McDonald

Tax Specialist

Beatrice Polak

Executive Portfolio Manager