The Dunn Group
The Dunn Group provides financial services, strategies, and solutions to ultra-affluent clients nationwide. These offerings address clients’ risk tolerance, time horizons, liquidity needs and overall investment goals. Clients include individuals, families, foundations, and non-profit institutions. We inherently recognize that all financial issues are people-driven. We strongly believe that wealth management extends beyond balance sheets and portfolio allocations. To address client needs, we seek to develop a broad understanding of client lifestyle demands, goals, concerns, fears, and hopes. We knit this individualized approach into our offerings, providing clients with a customized framework that reflects their particular values, aspirations, and financial situations.
Prioritizing Client Comfort
At the Dunn Group, we place a premium on client comfort. We provide a confidential environment in which a client can feel comfortable discussing his or her financial concerns. We are good listeners, and encourage a collaborative approach to goal setting and decision making. In a world of distractions and competing needs, we focus on clients; in-depth conversations are key building blocks of our wealth management approach.
Addressing Client Priorities
Client financial values are of upmost importance to our approach. We actively delineate and define a client’s financial values, addressing the following topics:
Retirement fears and hopes
Inter-generational family dynamics
Focusing on Client Financial Values
Knowing a client’s financial values, we seek to offer wealth management strategies and solutions that align and amplify their values. Specifically, we help clients form an accurate understanding of their financial needs, both now and in years to come. We assist clients in recognizing how they can ably respond to their financial needs now, to promote their comfort and financial well being. To facilitate smooth inter-generational wealth transfer, we are able to coordinate financial seminars and family boot camps to promote the harmonious transmission of values between generations. All of our offerings place the human side of wealth at the forefront, for we believe in addressing the innate individuality of every client.
The Chartered Retirement Planning Counselor(sm), CRPC® and Chartered Retirement Plans Specialist, CRPS® are registered service marks of the College for Financial Planning.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.