DWR Wealth Management is a firm dedicated to helping clients reach their financial goals through sound, efficient and well unique needs and risk tolerance. Through strategic allocation of investments and carefully selected investment managers, we strive to

returns. We also provide review and compilation of financial statements and can represent our clients if trust planning is also part of an overall financial plan, for which we offer estate planning, help do-it-yourself business owners manage their operations with accounting software packages such as QuickBooks. Our

Pam Flournoy is an experienced Investment Manager, CFP(R) and Certified Divorce Financial Analyst with expertise in both investing each client's goals, risk tolerance, and income needs. Pam also offers comprehensive financial planning services, helping clients

her clients' individual risk tolerance and goals. Julie looks at a client's entire financial picture, considering all an experienced and knowledgeable investment manager who has a deep understanding of the financial markets. She is also

D2 Dash is a software as a service business measurement platform that and Key Results (OKRs), Product Roadmap, Business Pipeline, Financial Reporting, Planning, Executive Insights and Board Briefer. Ourprebuilt and configurable, allowing businesses to monitor and manage changes to better meet customer, employee and