FINANCIAL PLANNING
IS YOUR PORTFOLIO MANAGED?
Helping is kind of our thing.
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.
Wealth Management
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
How We Support Your Financial Goals
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.
The DMI Client Experience
With more than 25 years serving West Texas communities, DMI takes a thoughtful and personalized approach to financial planning. We take the time to understand your goals, your values, and your current financial picture so we can guide you through a planning process that feels clear, practical, and built around your life.
See How We Can Help
Take a closer look at the financial planning support we offer. Our team helps you understand your options, organize your finances, and think through the steps needed to plan for the future.
Tell Us What Matters to You
Every financial journey is different. Share a little about your goals, your priorities, and any concerns you may have. We are here to listen and help you think through what is most meaningful to you.
Work with a Local Team You Can Count On
From investment considerations to retirement planning, budgeting, and long-term strategy, we guide you through the process in a clear and supportive way. Our goal is to help you make informed decisions with confidence and peace of mind.
Our Process
Our Services
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
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.
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
How We Support Your Financial Goals
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.
Our Financial Planning Solutions
Comprehensive financial and investment planning designed to help you make informed decisions, stay organized, and feel confident about your long-term goals.
Contact Us
wealth@dmi.solutions
Office: 325-235-1718
Fax: 325-235-8221
110 East Broadway Street
Sweetwater, TX 79556
Meet the Team
Explore our
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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.
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.