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Personalized Financial Services

At Dreyer Wentworth, we are dedicated to providing individualized and independent advice to the discerning investor. You may not be our only client, but you will feel like you are.
- Rebecca Dreyer, President

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Portfolio Planning

  • Portfolio Optimization
  • Regular Rebalancing
  • Fee-Based Options
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  • College Planning
  • 401(k) Rollovers
  • Inheritances/Beneficiary IRA’s
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  • Principal Protection
  • Retirement Income
  • Buy/Sell
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Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, to protect your family, or to preserve your assets, our personalized services focus on your needs, wants, and long-term goals.

Our team of professionals have years of experience in the financial services industry. We can help you address your needs of today, and your continuing needs, in the many years to come. We look forward to working with you.

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Whatever your goals, we can help you get there!

Dreyer Wentworth has almost two decade of experience providing professional financial and investment advice both independently and at major Wall Street investment firms. We are committed to our clients and provide the utmost individualized advice and platinum service. Whether you need help with your current investments, help planning for your retirement or help planning your legacy, Dreyer Wentworth will help you and continue to assist you along the way.

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