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DeWitt Capital Management

Financial Planning for Results-Driven Individuals

Contact Us
DeWitt Capital Management DeWitt Capital Management
Wayne, Pennsylvania

Serving Clients Nationwide

Financial Planning for Results-Driven Individuals

Website

Locations

Meeting Options

  • In-Person
Book Intro Call

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, CSRIC

What 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.

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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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.