We're not a one trick pony.
At DMI Wealth Management & Insurance Solutions, we offer more than just investment advice. Our team provides comprehensive, personalized strategies to support every stage of your financial life. From retirement and estate planning to tax-managed investing, long-term care, and college savings—we’re here to help you make smart, confident decisions with your money.
We work with a wide range of tools, including IRAs, pensions, 401(k)s, 403(b)s, mutual funds, annuities, bonds, and more. Whether you're planning for the future or refining what you already have, we’re with you every step of the way.
Strategies
Retirement Planning
Estate Planning
College Planning
Tax Managed Investing
Long-Term Care Planning
Retirement Plans
IRA's
Pension & Profit Sharing
401(k) Plans
403(b) Plans
Plan Review
Fixed Income Investments
Municipal Bonds
Unit Investment Trusts
Government Securities
Corporate Bonds
Fixed Annuities
Equity Investments
Mutual Funds
Stocks
Unit Investment Trusts
Variable Annuities
Wealth Management
Wealth Management
Many miss out on long-term financial growth by navigating it alone. DMI Wealth Management offers experienced advisors who provide personalized guidance in retirement planning, investment strategies, and insurance to help you move toward your financial goals with clarity and confidence.
We're not a one trick pony.
At DMI Wealth Management & Insurance Solutions, we offer more than just investment advice. Our team provides comprehensive, personalized strategies to support every stage of your financial life. From retirement and estate planning to tax-managed investing, long-term care, and college savings—we’re here to help you make smart, confident decisions with your money.
Strategies
Retirement Planning
Estate Planning
College Planning
Tax Managed Investing
Long-Term Care Planning
Retirement Plans
IRA's
Pension & Profit Sharing
401(k) Plans
403(b) Plans
Plan Review
Fixed Income Investments
Municipal Bonds
Unit Investment Trusts
Government Securities
Corporate Bonds
Fixed Annuities
Equity Investments
Mutual Funds
Stocks
Unit Investment Trusts
Variable Annuities
Contact Us
wealth@dmi.solutions
Office: 325-235-1718
Fax: 325-235-8221
110 East Broadway Street
Sweetwater, TX 79556
Meet the Team
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Investment advisory products are offered through Mutual Advisors, LLC DBA DMI Wealth Management & Insurance Solutions, a SEC registered investment adviser. Insurance services are offered through D-Mac Services, LLC, an insurance agency. Mutual Advisors, LLC and D-Mac Services, LLC are not affiliated companies.
CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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Contact Us
wealth@dmi.solutions
Office: 325-235-1718
Fax: 325-235-8221
110 East Broadway Street
Sweetwater, TX 79556
Investment advisory products are offered through Mutual Advisors, LLC DBA DMI Wealth Management & Insurance Solutions, a SEC registered investment adviser. Insurance services are offered through D-Mac Services, LLC, an insurance agency. Mutual Advisors, LLC and D-Mac Services, LLC are not affiliated companies.
DMI Wealth Management & Insurance Solutions, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
110 East Broadway Street
Sweetwater, TX 79556
wealth@dmi.solutions
325-235-1718
Investment advisory products are offered through Mutual Advisors, LLC DBA DMI Wealth Management & Insurance Solutions, a SEC registered investment adviser. Insurance services are offered through D-Mac Services, LLC, an insurance agency. Mutual Advisors, LLC and D-Mac Services, LLC are not affiliated companies.
DMI Wealth Management & Insurance Solutions, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.