Wealth Management

Dunhill & Co. is your personal financial concierge. Our principals actively manage client portfolios and also utilize sub-advisor services to help ensure each client account receives the attention it deserves. 

   

We offer personal financial advice and welcome the opportunity to help clients with their long-term financial goals. 

 

With over 20 years combined experience in the financial markets, you can trust our principals to provide you with thoughtful solutions to your financial needs.

Your Life Values Come First

We work with a diverse clientele that have different needs and values. By communicating and listening effectively, we are able to grasp what your world looks like and where it is headed. We are not satisfied unless you see your future as a bright and abundant place.

Wealth Management Process

1. INTRODUCTORY MEETING

By sitting down and actively listening to you, we are able to better understand your needs. 

 

​2. DATA COLLECTION & ANALYSIS

We observe your data points to get a better understanding of where you stand financially. Once we know where you stand and where you want to go, we create an optimized plan created just for you.

3. STRATEGY DEVELOPMENT 

We go through the strategy together to make sure we have taken into consideration all tangible aspects of our collective objective(s).

4. REFINE & FINESSE STRATEGY

Once we’ve established a baseline, we are able to adjust the plan accordingly.

5. IMPLEMENT STRATEGY

When you are satisfied with everything we have suggested, we execute. 

6. QUARTERLY MEETING

In order to ensure that we are on track, we will continue to update the strategy as needed taking into account market data and life event changes. 

DUNHILL & CO., LLC   |   ALL RIGHTS RESERVED
915 Douglas Blvd, Suite 9
Roseville, CA 95678
415-386-4455
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