DeWitt Capital Management
Financial Planning for Results-Driven Individuals
Existing customer? Sign in
© 2022 Wealthtender, Inc. All rights reserved.
Complete your profile
- Add your title
- Add your tagline
- Add your logo and cover image
- Add your social media
- Add your details
DeWitt Capital Management
Financial Planning for Results-Driven Individuals
Locations
David DeWitt,
Scott Frank, CAIA, CPWA®
David T. DeWitt, CFP®, CSRIC
DeWitt Capital Management
Meeting Options
- In-Person
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
About Us
"The rules are changing; the old ways of investing may not be enough to help you get to and through retirement. That’s where we come in; our rules-based approach, backed by technology, helps you change the way you approach wealth building and retirement income” - Dave DeWitt SR. CFP, CSRICWhat separates DeWitt Capital Management from other investment advisors is our commitment and ability to adapt in order to best serve our clients. Founded in 1991 by David Treat DeWitt, DeWitt Capital’s mission was to find compelling local investment ideas for clients. Dave’s passion for researching and visiting local publicly traded companies led to years of success that continues to this day. In 2017, DeWitt Capital brought on new talent to develop a technology-driven investment framework. This expansion enables us to serve new and existing clients with all of their financial planning and investing needs, and help each and every one of our clients meet and exceed their financial and life goals and dreams.
Who We Serve
- Baby Boomers
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Single Women
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
Write a Review
By clicking submit, you agree to our review policy, privacy policy, and terms and conditions.
There are no reviews yet. Be the first one to write one.
David DeWitt,
DeWitt Capital Management
Podcaster 🎙️, financial planner💸, and ADHDer. 🦋
Serving Clients Nationwide
Wayne, Pennsylvania
Scott Frank, CAIA, CPWA®
DeWitt Capital Management
Outcome Focused Financial Planning
Serving Clients Nationwide
Gilbert, Arizona
David T. DeWitt, CFP®, CSRIC
DeWitt Capital Management
Financial Planning for the Next Generation
Serving Clients Nationwide
Wayne, Pennsylvania
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic professionals and educators in the finance community.
Your honest reviews of the providers featured in our directories help people decide which providers may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience with the provider.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying that you like or dislike a provider, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your real experience with the provider.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience with the provider.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2021 Wealthtender, Inc.
Leave a Reply