CONCERT Global Group LTD

DWR Wealth Management is a leading financial planning and investment management firm based in San Jose, California. As fiduciaries, they offer comprehensive and coordinated financial planning services to individuals, families, business owners, and professionals, ensuring their clients' financial plans align with their life goals. With a focus on fee-only asset management and personalized strategies, DWR Wealth Management provides unbiased advice and assistance, working closely with clients' other advisors to optimize their financial well-being. Located in a beautifully restored 1921 Mansion near downtown San Jose, DWR Wealth Management is conveniently accessible and offers ample free parking. With a commitment to professionalism and ethical standards, they prioritize their clients' long-term goals, providing expert guidance and coaching to help them achieve financial success.Generated from the website

Serving you in these unprecedented times During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on cu...

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the San Jose, CA area, Brett Jennings will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.