We Don’t Start With “How Much Do You Have?”
But Rather, “How Can We Help?”
Because You Come Before Your Wealth.
This Is What We Believe
And it fuels our interactions with you, each other, and our community partners every day. At Dunleavy Wealth Management we know that simply managing your wealth is not enough. Whatever financial freedom means to you, let us help you to acheive it. We are here to be your financial advocates, support team, and life-long partners along the way.
Are We Right For You?
We strive to be the firm of choice for people who want professional guidance in making the transition from a lifetime of work to a successful retirement. We have built our reputation with clients through our integrated holistic approach to financial planning. We work with medical, hospital, and university employees, business owners, executives, engineers, teachers, auto workers, families, and single parents. We believe everyone deserves planning and service specific to their own unique situation.
Don't Just Take Our Word For It
My association with Dunleavy Wealth Management, and in particular Brendan, began a few years ago when a close friend of mine passed away and bequeathed to me a substantial amount of money. Suddenly being placed in the world of having money to invest was daunting; I needed someone who was reliable and trustworthy. Brendan has been that and more. He answers my questions with patience and in terms I can understand. His advice is the result of careful analysis. Brendan instills his high standards in his team. Being professional, respectful and kind are the hallmarks of DWM.
- Judith Coll -
I first met my Dunleavy Wealth advisor at an evening financial dinner seminar. As a financial novice, I was impressed by his ability to explain retirement and estate planning in an understandable manner. Having met with other financial planning firms, I was especially pleased that Dunleavey Wealth could advise and work with the University of Michigan Fidelity savings vehicles. Through the years, Dunleavy Wealth Management has always been readily accessible for answering my financial questions, seamlessly handling my accounts and working diligently in my best interest. Because of their years of advice and servicing my accounts, I now enjoy a secure and financially comfortable retirement.
- Claire Duey, R.N. , B.S.N. '77 -
I want to take this opportunity to thank you for your counsel, expertise, and management of our finances through the years. All of your work is so important to us and feeling that our future is in good hands and secure allows us to sleep peacefully at night.
My husband and I were referred by friends to the team at Dunleavy Wealth Management three years ago. We owe those friends! The Dunleavy team is a 10 out of 10. They have provided sound advice during a recent business sale, have helped guide us through retirement planning and have created a feeling of family that is unmatched by other financial services firms. We trust them implicitly and our daughters are now a part of the “family.”
- John and Erin Millerschin -
From our first meeting with Doug Dawe, we knew we had found the right partner to help us maintain our lifestyle in retirement, and he has also provided sound recommendations for building a financial legacy for our children and their families. Doug is both personable and professional, and we are very comfortable placing our trust in his guidance.
Ryan, Thank you! Appreciate your patience, friendliness and expertise in handling our affairs. Your assistant Susan is a welcome presence.
- Grateful Jan Richards -
My wife and I are feeling much better regarding our senior years’ financial health since we signed up with financial planners at Dunlevy Wealth Management. While we are blessed with a pension, IRAs, and some investments, putting it all together and understanding if we would run out of money in our final years is not something we understood. Doug Dawe and Ryan Hozeska asked us questions we could understand and pulled together all our bills, liabilities, assets, and future big-ticket expenditures. The result was a graph that showed we could live into our 90’s and not run out of cash. What a relief that washed away years of unnecessary worry! Well worth the time spent! We look forward to our semi-annual checkups with Doug and Ryan.
- Doug and Lynn Tomayko -
Louie and Susan have helped my wife and I transition through retirement from one profession and into the next phase of our life. We were unsure of how that even worked and they helped us navigate the entire process. We are very grateful for their expertise! They met with us on a regular basis to ensure we were not missing any steps along the way.
- Brock Peters -
My association with Dunleavy Wealth Management, and in particular Brendan, began a few years ago when a close friend of mine passed away and bequeathed to me a substantial amount of money. Suddenly being placed in the world of having money to invest was daunting; I needed someone who was reliable and trustworthy. Brendan has been that and more. He answers my questions with patience and in terms I can understand. His advice is the result of careful analysis. Brendan instills his high standards in his team. Being professional, respectful and kind are the hallmarks of DWM.
- Judith Coll -
I first met my Dunleavy Wealth advisor at an evening financial dinner seminar. As a financial novice, I was impressed by his ability to explain retirement and estate planning in an understandable manner. Having met with other financial planning firms, I was especially pleased that Dunleavey Wealth could advise and work with the University of Michigan Fidelity savings vehicles. Through the years, Dunleavy Wealth Management has always been readily accessible for answering my financial questions, seamlessly handling my accounts and working diligently in my best interest. Because of their years of advice and servicing my accounts, I now enjoy a secure and financially comfortable retirement.
- Claire Duey, R.N. , B.S.N. '77 -
I want to take this opportunity to thank you for your counsel, expertise, and management of our finances through the years. All of your work is so important to us and feeling that our future is in good hands and secure allows us to sleep peacefully at night.
My husband and I were referred by friends to the team at Dunleavy Wealth Management three years ago. We owe those friends! The Dunleavy team is a 10 out of 10. They have provided sound advice during a recent business sale, have helped guide us through retirement planning and have created a feeling of family that is unmatched by other financial services firms. We trust them implicitly and our daughters are now a part of the “family.”
- John and Erin Millerschin -
From our first meeting with Doug Dawe, we knew we had found the right partner to help us maintain our lifestyle in retirement, and he has also provided sound recommendations for building a financial legacy for our children and their families. Doug is both personable and professional, and we are very comfortable placing our trust in his guidance.
Ryan, Thank you! Appreciate your patience, friendliness and expertise in handling our affairs. Your assistant Susan is a welcome presence.
- Grateful Jan Richards -
My wife and I are feeling much better regarding our senior years’ financial health since we signed up with financial planners at Dunlevy Wealth Management. While we are blessed with a pension, IRAs, and some investments, putting it all together and understanding if we would run out of money in our final years is not something we understood. Doug Dawe and Ryan Hozeska asked us questions we could understand and pulled together all our bills, liabilities, assets, and future big-ticket expenditures. The result was a graph that showed we could live into our 90’s and not run out of cash. What a relief that washed away years of unnecessary worry! Well worth the time spent! We look forward to our semi-annual checkups with Doug and Ryan.
- Doug and Lynn Tomayko -
Louie and Susan have helped my wife and I transition through retirement from one profession and into the next phase of our life. We were unsure of how that even worked and they helped us navigate the entire process. We are very grateful for their expertise! They met with us on a regular basis to ensure we were not missing any steps along the way.
- Brock Peters -
My association with Dunleavy Wealth Management, and in particular Brendan, began a few years ago when a close friend of mine passed away and bequeathed to me a substantial amount of money. Suddenly being placed in the world of having money to invest was daunting; I needed someone who was reliable and trustworthy. Brendan has been that and more. He answers my questions with patience and in terms I can understand. His advice is the result of careful analysis. Brendan instills his high standards in his team. Being professional, respectful and kind are the hallmarks of DWM.
- Judith Coll -
Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Could You Use a Financial Advocate On Your Side?
We Don’t Start With “How Much Do You Have?”
But Rather, “How Can We Help?”
Because You Come Before Your Wealth.
This Is What We Believe
And it fuels our interactions with you, each other, and our community partners every day. At Dunleavy Wealth Management we know that simply managing your wealth is not enough. Whatever financial freedom means to you, let us help you to acheive it. We are here to be your financial advocates, support team, and life-long partners along the way.
Are We Right For You?
We strive to be the firm of choice for people who want professional guidance in making the transition from a lifetime of work to a successful retirement. We have built our reputation with clients through our integrated holistic approach to financial planning. We work with medical, hospital, and university employees, business owners, executives, engineers, teachers, auto workers, families, and single parents. We believe everyone deserves planning and service specific to their own unique situation.
My association with Dunleavy Wealth Management, and in particular Brendan, began a few years ago when a close friend of mine passed away and bequeathed to me a substantial amount of money. Suddenly being placed in the world of having money to invest was daunting; I needed someone who was reliable and trustworthy. Brendan has been that and more. He answers my questions with patience and in terms I can understand. His advice is the result of careful analysis. Brendan instills his high standards in his team. Being professional, respectful and kind are the hallmarks of DWM.
- Judith Coll -
I first met my Dunleavy Wealth advisor at an evening financial dinner seminar. As a financial novice, I was impressed by his ability to explain retirement and estate planning in an understandable manner. Having met with other financial planning firms, I was especially pleased that Dunleavey Wealth could advise and work with the University of Michigan Fidelity savings vehicles. Through the years, Dunleavy Wealth Management has always been readily accessible for answering my financial questions, seamlessly handling my accounts and working diligently in my best interest. Because of their years of advice and servicing my accounts, I now enjoy a secure and financially comfortable retirement.
- Claire Duey, R.N. , B.S.N. '77 -
I want to take this opportunity to thank you for your counsel, expertise, and management of our finances through the years. All of your work is so important to us and feeling that our future is in good hands and secure allows us to sleep peacefully at night.
My husband and I were referred by friends to the team at Dunleavy Wealth Management three years ago. We owe those friends! The Dunleavy team is a 10 out of 10. They have provided sound advice during a recent business sale, have helped guide us through retirement planning and have created a feeling of family that is unmatched by other financial services firms. We trust them implicitly and our daughters are now a part of the “family.”
- John and Erin Millerschin -
From our first meeting with Doug Dawe, we knew we had found the right partner to help us maintain our lifestyle in retirement, and he has also provided sound recommendations for building a financial legacy for our children and their families. Doug is both personable and professional, and we are very comfortable placing our trust in his guidance.
Ryan, Thank you! Appreciate your patience, friendliness and expertise in handling our affairs. Your assistant Susan is a welcome presence.
- Grateful Jan Richards -
My wife and I are feeling much better regarding our senior years’ financial health since we signed up with financial planners at Dunlevy Wealth Management. While we are blessed with a pension, IRAs, and some investments, putting it all together and understanding if we would run out of money in our final years is not something we understood. Doug Dawe and Ryan Hozeska asked us questions we could understand and pulled together all our bills, liabilities, assets, and future big-ticket expenditures. The result was a graph that showed we could live into our 90’s and not run out of cash. What a relief that washed away years of unnecessary worry! Well worth the time spent! We look forward to our semi-annual checkups with Doug and Ryan.
- Doug and Lynn Tomayko -
Louie and Susan have helped my wife and I transition through retirement from one profession and into the next phase of our life. We were unsure of how that even worked and they helped us navigate the entire process. We are very grateful for their expertise! They met with us on a regular basis to ensure we were not missing any steps along the way.
- Brock Peters -
My association with Dunleavy Wealth Management, and in particular Brendan, began a few years ago when a close friend of mine passed away and bequeathed to me a substantial amount of money. Suddenly being placed in the world of having money to invest was daunting; I needed someone who was reliable and trustworthy. Brendan has been that and more. He answers my questions with patience and in terms I can understand. His advice is the result of careful analysis. Brendan instills his high standards in his team. Being professional, respectful and kind are the hallmarks of DWM.
- Judith Coll -
I first met my Dunleavy Wealth advisor at an evening financial dinner seminar. As a financial novice, I was impressed by his ability to explain retirement and estate planning in an understandable manner. Having met with other financial planning firms, I was especially pleased that Dunleavey Wealth could advise and work with the University of Michigan Fidelity savings vehicles. Through the years, Dunleavy Wealth Management has always been readily accessible for answering my financial questions, seamlessly handling my accounts and working diligently in my best interest. Because of their years of advice and servicing my accounts, I now enjoy a secure and financially comfortable retirement.
- Claire Duey, R.N. , B.S.N. '77 -
I want to take this opportunity to thank you for your counsel, expertise, and management of our finances through the years. All of your work is so important to us and feeling that our future is in good hands and secure allows us to sleep peacefully at night.
My husband and I were referred by friends to the team at Dunleavy Wealth Management three years ago. We owe those friends! The Dunleavy team is a 10 out of 10. They have provided sound advice during a recent business sale, have helped guide us through retirement planning and have created a feeling of family that is unmatched by other financial services firms. We trust them implicitly and our daughters are now a part of the “family.”
- John and Erin Millerschin -
From our first meeting with Doug Dawe, we knew we had found the right partner to help us maintain our lifestyle in retirement, and he has also provided sound recommendations for building a financial legacy for our children and their families. Doug is both personable and professional, and we are very comfortable placing our trust in his guidance.
Ryan, Thank you! Appreciate your patience, friendliness and expertise in handling our affairs. Your assistant Susan is a welcome presence.
- Grateful Jan Richards -
My wife and I are feeling much better regarding our senior years’ financial health since we signed up with financial planners at Dunlevy Wealth Management. While we are blessed with a pension, IRAs, and some investments, putting it all together and understanding if we would run out of money in our final years is not something we understood. Doug Dawe and Ryan Hozeska asked us questions we could understand and pulled together all our bills, liabilities, assets, and future big-ticket expenditures. The result was a graph that showed we could live into our 90’s and not run out of cash. What a relief that washed away years of unnecessary worry! Well worth the time spent! We look forward to our semi-annual checkups with Doug and Ryan.
- Doug and Lynn Tomayko -
Louie and Susan have helped my wife and I transition through retirement from one profession and into the next phase of our life. We were unsure of how that even worked and they helped us navigate the entire process. We are very grateful for their expertise! They met with us on a regular basis to ensure we were not missing any steps along the way.
- Brock Peters -
My association with Dunleavy Wealth Management, and in particular Brendan, began a few years ago when a close friend of mine passed away and bequeathed to me a substantial amount of money. Suddenly being placed in the world of having money to invest was daunting; I needed someone who was reliable and trustworthy. Brendan has been that and more. He answers my questions with patience and in terms I can understand. His advice is the result of careful analysis. Brendan instills his high standards in his team. Being professional, respectful and kind are the hallmarks of DWM.
- Judith Coll -