DWR Wealth Management, headquartered in a restored 1921 mansion near downtown San Jose, California, is a fiduciary, fee-only advisory firm offering personalized, holistic financial planning and investment management services to individuals, families, business owners, and professionals. Their independent, non-commissioned structure ensures unbiased advice, focusing on clients’ unique financial goals.

Services include integrated financial planning, disciplined investment management, retirement and estate planning, charitable giving strategies, education funding, and company retirement plans. With over $165 million in assets under management and a team of experienced advisors, DWR emphasizes a collaborative approach, coordinating with clients’ tax and legal advisors to create efficient, goal-oriented financial strategies.