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About DPR Wealth Management

You will know DPR by our honesty, work ethic, discretion, transparency, and ability to listen.

Whereas clients of large advisory firms often feel underserved and under-appreciated, DPR provides dedicated, knowledgeable, personal service and commitment over the long term.

We help simplify your financial life by focusing on what’s most important to you. After helping you organize your financial decision making, we’ll create and implement strategies tailored to your circumstances and objectives. We'll serve as your financial fiduciary, your objective advisor, and your loyal confidante. We're fully committed to helping you enjoy “peace of mind” – and the benefits of your wealth.

Our custody and clearing provider is RBC Correspondent Services, a division of RBC Capital Markets, LLC, one of the largest full service security firms in the United States. Through RBC we have access to a full array of industry leading investment research, consulting, and proprietary analytical tools that allow us to serve you more efficiently and effectively. 

DPR Wealth Management is also empowered by the distinctive platform and products of International Assets Advisory, enabling us to provide our clients comprehensive services. We receive end-to-end support from IAA's team of proven investment and business managers allowing us to focus on our clients objectively and with full transparency.