We created DB Advisors to include not only Investment Management services but to offer total Wealth Management, all in one inclusive program. Working with your tax and legal advisers, your DB Advisor can develop wealth transfer strategies that make sense for you and your heirs. Our goal is to create an effective plan that balances financial and tax considerations with your values and desired legacy.
Setting wealth transfer goals — DB Advisors start by helping you clarify your objectives, from deciding how to transfer assets, to determining the best way to fulfill your philanthropic goals. Visit our Wealth Management site and learn about how DB Advisors may help you with your financial and investment needs.
Douglas Bagwell & Co., LLC ("DB Advisors"), is an investment adviser registered with the States of Missouri and Nebraska. Any reference to the advisory services refers to Douglas Bagwell & Co., LLC. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC or any State Securities Division. Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk.