What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.

Our Method
D.A.C. Investment Partners utilizes a comprehensive wealth management approach when working with clients. By identifying each client’s unique goals and objectives, our process allows us to provide a customized recommendation to each individual that incorporates investment recommendations and financial planning.

Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.

Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.

Retirement Income
Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task, but we're here to help every step of the way.

Retirement Planning
Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.