Tracy Newquist
Managing Partner, Wealth Advisor @Dwr Wealth Management Llc
Signup · Get unlimited contacts
WORK HISTORY
Managing Partner, Wealth Advisor @Dwr Wealth Management Llc
San Jose, CA, US
EDUCATION
California State University, Chico
Bachelor of Science - BS, Business Administration and Marketing
SKILLS
ABOUT TRACY NEWQUIST
DWR Wealth Management LLC. is an independent, fee-only wealth management firm focused on providing planning driven wealth management, retirement, and business planning expertise to individuals, families and business owners. By thoroughly understanding the life goals of our clients we provide a comprehensive and integrated approach to their investment and planning needs. The DWR team of principal advisors and staff together has more than 70 years\' experience working as strategic partners with our clients to establish lifelong professional relationships. Managing over $130 million in diversified portfolios and specific investments, our fiduciary professionals combine institutional quality management, discipline and personalized service to plan and execute a customized strategy designed to meet each client\'s unique wealth management needs and goals. Specialties: Wealth & Investment Management, Company Retirement Plans & Executive Compensation Strategies, Retirement Planning, Retirement Income Planning, Endowments & Foundations.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.