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| The Company |
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| David Gratke Wealth Advisors
(DGWA) is an intellectual capital company helping clients move from
success to significance with wealth preservation guidance in all forms.
Dave Gratke can assist in creating an interdependent, coordinated team
of financial professionals focused on your hopes, dreams, goals, and
aspirations.
Why have a financial team? An interdependent, coordinated team of financial professionals is able to develop a wealth management plan that spans all phases of planning. Many facets of financial planning impact each other. For example, adjustments to life insurance can effect an estate plan. If your team members are not coordinating data, this can have a negative effect on your overall wealth management plan. Let DGWA bring every one to the table.
Contact
David Gratke now to review your plan |
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Financial team members come from related industries such as accounting and law firms and specialties such as elder law and estate planning. Team members are professionals in fields such as:
- Business and intellectual property valuation
- Commercial banking
- Disability Insurance services
- Employer group benefit consultants
- Financial planning
- Independent trust companies
- Insurance solutions
- Investment management consultants
- Life settlements
- Long-term care specialists
- Manufacturing trade associations
- Mortgage brokers
- Private banking
- Professional coaching and development
- Real Estate-1031 tax-free exchanges
- Real Estate property management
- Property Management Companies
- Retirement plan specialists
- Shareholder wealth creation and preservation
- Stock option specialists
- Strategic financial transactions
- Tax deferred asset sales
- Third-party administration/retirement plans
- Venture capital/private ventures
- Non-profit consultants
Special resources include:
- Strategy planning
- Event marketing
- Personal historian
- Professional Clothier
- Travel agency
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Due to various state regulations and registration requirements concerning
the dissemination of information regarding investment products and services,
we are currently required to limit access of the following pages to
individuals residing in states where we are currently registered.
Investments products and services available only to residents of: California
(CA), Georgia (GA), Oregon (OR), Washington (WA).
We are licensed to sell
insurance products in the following states of: California (CA), Oregon
(OR),
Washington (WA). Securities and Advisory Services Offered through KMS
Financial Services, Inc.
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