Multiple accounts, multiple advisors, real estate, deferred comp, equity, all managed separately. We bring it under one roof.
Everything is technically being managed. Nothing is being managed together.
You've done well. Really well. And somewhere along the way, your financial life got complicated.
There's the 401k from a job two companies ago. The brokerage account you opened yourself years back. The deferred comp plan at your current employer. The rental property. The stock grants vesting on a schedule you can barely track. The CPA who files your taxes but doesn't really know what else you own. The estate attorney who drafted documents years ago that probably need updating.
You don't need more accounts or more advisors. You need one person who sees the whole picture, keeps track of all of it, and makes sure the decisions in each corner of your financial life aren't accidentally working against each other.
Here's what "nobody's connecting the dots" actually looks like.
Tax inefficiency
Your investment accounts are generating gains in places they shouldn't be, while your deferred comp and retirement accounts aren't being deployed optimally. Nobody's looking at the combined tax picture.
Estate gaps
Your beneficiary designations haven't been updated since your first job. Your estate plan doesn't reflect the assets you actually have now. Your kids are getting older and there's no plan for what happens if something happens to you.
Concentration you didn't mean to accumulate
Your current employer's stock has been building quietly through equity grants, and now it represents an uncomfortable percentage of your net worth.
Held-away assets nobody's tracking
The private investment you made three years ago, the real estate, the collectibles: none of it shows up in the "portfolio" your current advisor shows you.
We fix all of this. We consolidate the view, identify the gaps, and manage the whole picture in an integrated way.
One quarterback. Every piece connected.
Start with a full picture
Before we manage anything, we map everything. Every account, every asset, every liability, every advisor currently in the picture. Most clients are surprised by what they actually own when it's all in one place.
One point of contact
Your DTWN advisor coordinates everything. When your CPA has a question about your portfolio, they call us. When your estate attorney needs to know what you own, they call us. You make one call.
Full-picture aggregation
We aggregate everything, including accounts we don't manage, private investments, real estate, equity comp, into a single view. A real net worth picture, not just your brokerage balance.
Cross-advisor coordination
We schedule regular reviews with your CPA, your estate attorney, and any other professionals in your life. We don't just manage money; we manage the relationships between all the people managing pieces of your life.
- Full financial audit and net worth consolidation
- Investment strategy review across all accounts (including held-away)
- Estate plan review and beneficiary update coordination
- Annual tax planning session with your CPA
- Quarterly check-ins on the full picture
A family office framework, available to you.
Our founding partners built DTWN after decades in traditional wealth management, working with senior executives and business owners who had the same problem you have: a lot of moving parts and nobody coordinating them.
We use a family office framework, the same model that ultra-high-net-worth families have used for generations to manage complexity at scale. The difference is that we've made it available to clients who aren't billionaires but whose situations are every bit as complicated.
Let's get everything in one place.
Tell us a bit about your situation: roughly what you're managing and what feels like it's slipping through the cracks. We'll take it from there.
Get In Touch → ✻ Invest Beautifully ✻