Meet Your Dedicated Team
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Local Guidance You Can Trust
At DMI Wealth Management & Insurance Solutions, we are more than financial professionals. We are part of the community. As a Texas-based small business, we understand how overwhelming financial and insurance decisions can feel. That is why we offer clear, honest guidance tailored to your goals.
With years of experience and a passion for education, we help make complex topics simple. Whether you are planning for retirement, protecting your family, or building a legacy, we are here to help you feel confident in your financial future. We proudly serve the neighbors and families who make our community strong.
Meet Your Dedicated Team
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A Team That Plans, Protects, and Puts You First
At DMI Wealth Management & Insurance Solutions, we believe a team-based approach is one of the most effective ways to support clients with unique goals and a wide range of needs. Financial planning and insurance can be complex, and drawing from multiple perspectives allows us to create thoughtful strategies that are grounded in experience, education, and collaboration.
Contact Us
wealth@dmi.solutions
Office: 325-235-1718
Fax: 325-235-8221
110 East Broadway Street
Sweetwater, TX 79556
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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.