What We Do

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.

We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.

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 analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.

Generating income from the retirement savings you have accumulated over your lifetime can often be a complex task. Managing retirement income requires balancing guaranteed income sources, such as Social Security, with fluctuating income from sources such as your investment portfolio, based on your living expenses and desired spending levels.

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.