Integrated financial planning and strategy with a goal of building and preserving your wealth. 

DWC Wealth Advisors provide integrated services to leverage and maximize our clients’ overall financial picture now and for the future. Collaboration between our tax professionals, wealth advisors, and retirement and estate professionals give clients full access to expertise in all things financial to support their lifestyle and legacy goals.

Our services are evidence-based only. This means we are not incentivized by commissions from selling specific investment or insurance products. As focused fiduciaries, we maintain strict adherence to our ethics, core values, and purpose of helping our clients to be better.

<b>The DWC Wealth Advisors team can provide:</b>

The DWC Wealth Advisors team can provide:

  • Comprehensive financial planning for wealth accumulation and legacy preservation
  • Advanced estate planning
  • Investment consulting & management
  • Advanced portfolio and investment analytics
  • Tax-sensitive investing and coordination with overall tax mitigation strategy
  • Personal accounting and bill pay*
  • Family office services*
  • Business exit planning
  • Financial windfall planning
  • Foundation and endowment guidance
  • Risk management
  • Individual retirement planning


*This service is provided by Dalby, Wendland & Co., P.C., CPAs & Business Advisors, a separate and unaffiliated entity from the investment advisory services offered by Global Retirement Parnters, LLC (GRP) dba DWC Wealth Advisors, an SEC registered investment advisor.

Meet the Team

Christopher L. West, CPA

President and CEO

(970) 243-1921

cwest@dwcwealthadvisors.com

Chris joined Dalby, Wendland & Co., P.C. (DWC) in 1996 and became a principal in 2009. He was appointed CEO in 2019 and serves as the president of DWC's board of directors. During his public accounting career as a tax professional and...

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Kevin L. Price, LUTCF, PPC, CPFA

Wealth Advisor

(970) 248-8141

(866) 779-7925

kprice@dwcwealthadvisors.com

Kevin has been a wealth advisor since 2002, starting his career with a Fortune 100 insurance company. His broad knowledge of investments and insurance provides holistic planning and support to DWC Wealth Advisor clients. He is also a...

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Jason Stanfield, ChFC

Wealth Advisor

(970) 248-8137

(866) 779-7925

jstanfield@dwcwealthadvisors.com

Jason has over 20 years of experience as a wealth advisor. He specializes in private wealth management, focusing on high net-worth individuals and families. Jason provides comprehensive financial planning, including managing...

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<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.