Dynamic Wealth LLC

The firm serves high‑net‑worth individuals, families, trusts, foundations, donor‑advised funds and closely held businesses and their executives, offering ongoing investment management alongside comprehensive financial planning. Its advisory services explicitly include retirement planning, tax and executive compensation strategies, trusts and estates, college funding, cash management and project‑based planning engagements.

The sole advisor provides discretionary, continuous portfolio construction and management using primarily diversified ETFs and mutual funds, with the ability to use individual stocks, bonds and limited options strategies for tactical or tax purposes. Portfolios are customized through regular client contact and goal‑based planning, and the firm describes a long‑term, risk‑aware approach while retaining flexibility to rebalance or trade as client objectives or market conditions warrant.

A distinctive feature is the advisor’s concurrent legal practice: the firm is affiliated with a separate law practice that provides estate and wealth‑law services to advisory clients, with legal work billed separately and potential conflicts disclosed and managed. The firm is also notable for offering pension/executive‑compensation related consulting as part of its planning services and for operating as a one‑advisor boutique with roughly $25.6 million in assets under management for 13 clients, reflecting a high‑touch, specialist orientation uncommon among peers.