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Account Access

We are committed to keeping you informed.  As of 10/11/2017, our account access system is offline to be updated.  New and improved systems are being built and will require a new login and password.  Please stay tuned for updates and call for current account information!

Latest DMI Wealth Management & Insurance Solutions News...

Our first priority is helping you take care of yourself and your family. Take a look at the latest Blog post here!

October 16th, 2017... More Record Highs...

“We Change Your Perspective on Financial Freedom”

We are a comprehensive wealth management firm that specializes in helping individuals, families, and business owners achieve their financial goals and life dreams. We have experience guiding our clients through tough market conditions and important life events, and we are proud to be the trusted advisors to many families in the Sweetwater area.

We are excited by the opportunity to serve you and your family. Please contact us to set up a no-obligation consultation.

Jeremy Dodd, CFP®


John McPherson, CFP®



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