Private Client Services

Wealth Management 

Designed exclusively for the wealthy individuals and families, our wealth management practice specializes in providing in-depth resources and advice for our clients benefit. By drawing upon our own experiences and some of the finest wealth management firms in the industry, we create focused strategies for every client. Our wealth management services include access to:

  • Separately Managed Accounts
  • Wealth Protection and Transfer Strategies
  • Charitable Planning
  • Asset Specific Analysis and Planning
  • Advanced Estate and Tax Planning

Retirement Planning

Nearing retirement or looking to enhance the benefits you offer your employees? Let DDR Wealth Advisors help identify your retirement goals and implement a plan to get you there.

  • Pension, Profit Sharing*
  • 401(k) and 403(b) Plans*
  • IRA, SEP and SIMPLE IRA's*
  • Personalized Financial Plans

Risk Management

For whatever financial circumstances you find yourself in, DDR Wealth Advisors has solutions designed to help. We'll work with you to help you prepare for life's many events and help you take the next steps in building your financial future.

  • Term Life Insurance
  • Permanent Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance

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