While many firms make investment management their primary focus, DBR Wealth Partners (formerly D.B. Root & Company) looks at one’s entire picture – combining comprehensive financial planning with our disciplined asset management process.
In addition, we understand that one of your most valuable assets can be your company retirement plan. With the addition of Rick Applegate and his team from R. Applegate and Associates in Pittsburgh as well as Paul Abendroth’s team in Toledo, OH, we've become one of the region’s largest independent advisory firms operating as a fiduciary for our clients.
Through DBR fiduciary plan solutions, we're contracted as a co-fiduciary to many closely-held businesses, multinational corporations, and non-profit organizations offering 401(k) profit sharing plans or 403(b) plans. Adding this capability allows us to serve high net worth clients as a fiduciary for both their personal and corporate financial needs.
With access to some of the most comprehensive financial planning, asset management, and qualified retirement plan services available in the Mid-Atlantic and Great Lakes region, our clients’ big picture remains our primary focus.
Our Services Include:
- Financial planning
- Asset management
- Company retirement plans
- Next generation wealth
We offer customized levels of service based on your current financial standing, which will best serve you in contrast to a one-size-fits-all approach. Since 1994, our expert advice and guidance have helped hundreds of clients achieve peace of mind in knowing their future is in good hands.
Call DBR Wealth Partners today for a free consultation at (412) 227-2800.