DeWitt Capital Management
Financial Planning for Results-Driven Individuals
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DeWitt Capital Management
Financial Planning for Results-Driven Individuals
Locations
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
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