Broker Check

Our Firm

DeWitt Wealth Management is a full-service financial consulting firm dedicated to helping our clients invest and manage their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients. We are a privately owned company created to provide an independent environment with an open architecture of platforms and products.

Our independence enables us to establish working relationships with a number of industry-leading mutual funds, separate account managers, third party asset managers, annuity providers, alternative investments and insurance providers whose products we leverage to create customized client solutions. We recommend only those products and services that can be tailored to suit our clients' unique needs.

DeWitt Wealth Management selected Concorde Investment Services, a member of FINRA and SIPC, as its broker dealer.  Concorde Investment Services will provide many services for DeWitt Wealth Management including back office support, due diligence, and compliance oversight.