Senior Wealth Management, LLC is a financial firm specializing in multi-generation financial planning and institutional investment management. Andy Dlinn assists families and institutions in accumulating, preserving and distributing wealth through our
3 Key Principles:
1) Clients First: Andy Dlinn is here for you. Senior Wealth Management is dedicated to regularly scheduled, open channels of communication and work with you constantly to ensure optimal results. Senior Wealth Management's goal is not just to take care of your financial needs; I want you to become an informed, empowered client. We enjoy taking the time to educate, discuss, and evaluate together with you...so give us a call!
2) Comprehensive Planning: Senior Wealth Management professionals design custom portfolios and assign specialized management strategies for each individual client. We recognize that each client has unique situations and desires. We ensure that you are given what YOU need...and not some cookie-cutter solution.
3) Credentials: Education, education, education. Senior Wealth Management's people are some of the most educated, intelligent people in the industry. Andy Dlinn recognizes the crucial importance of constant educational development, especially in a continuously evolving industry, and make sure that these benefits are passed on to you. From Certified Senior Advisors to specialized insurance, our people are willing and able to assist you.