DBHW Wealth Partners provides solid planning, tax management, and peace of mind. The team, led by Lisa, offers unmatched support and has grown alongside customers. Melissa, a standout advisor, aligns her values with clients' goals, communicates regularly, and educates and advises to achieve reliable financial results. Clients praise Melissa's ability to provide comfort and confidence, positioning them well for retirement. The agency's financial planning and tax services are highly recommended, with clients grateful for the guidance and planning process to realize their goals. The team, including Lisa, is described as patient, personable, and genuinely interested in their clients' well-being.
Working with the team at DB has been nothing short of amazing! This business is successful because of all the work DB has done behind the scenes for us. Having accounting, taxes, and wealth planning has been the game changer. Highly recommend them to anyone, especially business owners.
Paul and I always look forward to our yearly review with CHUCK.
This year seemed more “real” than previous ones. We are reaching the time in our lives when we have to take a serious look at what our retirement might look like…Chuck gives us great information and tips to think about; this is getting REAL!
Thank goodness for Chuck Winn!
From the moment you walk in the door to DBHW Wealth Partners you feel genuinely welcomed and at ease. We met with Lisa Pugel and Adan Saavedra to discuss our portfolio and the options available to us to secure our long-term goals for retirement. Working with Lisa was an incredible experience. She took the time to truly understand and answer our questions with patience and clarity. Lisa broke down everything into clear, concise, and manageable steps which were easy to comprehend. Lisa and Adan were exceedingly warm, patient, and deeply invested in our success. We walked away from the meeting feeling completely confident and excited about our financial future. I highly… read full review
1125 Milwaukee Avenue, South Milwaukee, WI 53172
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