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200+

Clients currently served

We currently serve clients in 5 different states!

Step One: Watch This Video First

5

States being served

Helping is kind of our thing.

97+ Million

ASSETS UNDER MANAGEMENT

We carefully manage over $97+ million of assets on behalf of our clients.

200+

We currently serve clients in 5 different states!

5

States being served

Helping is kind of our thing.

$97+ Million

ASSETS UNDER MANAGEMENT

We carefully manage over $97+ million of assets on behalf of our clients.

Step Two: Set Up Your Discovery Call!

Fill out your application!

Relationship Status
Do you have any children

Financial Situation

Our Retirement Blueprint is designed for individuals and families with approximately $500,000 or more in investable assets seeking personalized retirement planning.

Investable Net Worth (401ks, IRAs, brokerage accounts, etc.)
DMI Wealth Management and Insurance logo

Contact Us

wealth@dmi.solutions

Office: 325-235-1718

Fax: 325-235-8221
 

110 East Broadway Street

Sweetwater, TX 79556

Privacy Policy

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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.

 

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. 

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110 East Broadway Street

Sweetwater, TX 79556
wealth@dmi.solutions
325-235-1718

Privacy Policy

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. 

DMI Wealth Management and Insurance Solutions logo
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