The DTN Difference
At DTN Wealth, we take a personalized, family-focused approach to financial planning. We go beyond investment management with tactical risk strategies and creative tax and income solutions, helping clients build wealth and confidently transition into retirement with a plan tailored to their journey.
Our Philosophy
At our family-owned wealth management firm, we pride ourselves on disrupting the norm of traditional financial services by offering a unique approach that sets us apart from the competition. While many firms follow a one size fits all model, we believe in the power of personalized, tailored planning for each individual, business owner, and retiree.
We embrace innovation and creativity in our strategies constantly seeking out new opportunities and solutions to help optimize our clients financial well-being. Unlike other services in the financial industry, we prioritize a protect first and grow second mindset, actively working to safeguard our clients’ assets while also positioning them for long term growth.
Our proactive approach means we don’t just react to market changes, we anticipate them and adjust accordingly, helping ensure our clients stay ahead of the curve. With our commitment to excellence and dedication to our clients’ success, we’re redefining wealth management and setting a new standard for the industry.
Take a Virtual Tour of Our Office!
Welcome to our Fort Worth office at 101 Summit Avenue, Suite 914, a warm, professional space designed for personalized financial planning. From retirement strategies to investment guidance, every detail reflects our commitment to comfort, confidentiality, and client care.
Meet Our Team!
What Led Me to Financial Advising
My journey into financial advising began with personal experience. I saw how larger firms often prioritize their own systems over individual needs, and how that approach can leave people feeling overlooked. When my parents lost their savings during my teenage years, it made a lasting impression. That experience shaped my desire to approach this profession with more awareness, care, and attention to each person’s unique situation.
What Sets DTN Apart
At DTN, the difference is in the way people are treated, from day one, there’s a genuine sense of connection. After working with large financial institutions, the atmosphere at DTN stood out immediately. The focus isn’t just on services, it’s on people. The team values relationships, approaches every conversation with care, and brings a shared commitment to supporting each other and the clients they serve. The culture reflects a deep understanding that behind every financial plan is a family with real experiences and goals.
Planning Through Life’s Stages
In this video, we walk through the journey of working with a longtime couple as they navigated the many questions that come with preparing for retirement. From concerns about everyday finances to thoughts about long-term care and legacy, each step of their planning process brought new conversations and thoughtful decisions. At DTN, the approach is to take it one step at a time, helping individuals explore their options and feel more prepared as life evolves.
A Heart for Helping Others Succeed
What started as a new path quickly became a calling. In this video, hear how a passion for helping others build confidence and achieve success became the driving force behind a career in financial services. It's not just about numbers, it’s about people, purpose, and empowering others every step of the way.