My family has been with DWM for over a decade. My parents were the first to put their trust in Marie, and her advice and guidance allowed them to live out their final years very comfortably with absolutely no financial concerns. When they passed on DWM was there, helping us as executors to consolidate our parents healthy investments, giving us advice, final tax support – and most importantly, providing a warm and guiding presence in our time of grief. My husband and I now trust Marie and DWM with all of our financial planning. Marie isn’t just there when you call, she checks up with YOU to make sure that your financial planning isn’t something that gets buried in the flurry of our modern working lives. We wouldn’t go anywhere else.

Marie was already my financial advisor during the time I became newly separated from my spouse. Knowing that Marie was a Financial Divorce Specialist, I immediately called her to inform her of my pending separation and asked her to act as my Financial Divorce Specialist during this very difficult time. While satisfied with our client-advisor relationship prior to my separation, her value to me as a specially trained planner became quite evident during the whole divorce process. She provided me and my spouse with invaluable information and made this major transition a less financially devastating one.

Marie is a wealth of information. She will go the extra mile to accommodate clients (like me) as a financial planner. Her dedication can be heard and seen by everything she does. If anyone is lost when it comes to their finances, Marie can set them straight to a path of personal success.