Consistency, Education, Partnership
Meet Our Team
Client Centered
Wealth management is multifaceted. At the heart of it is understanding a client’s financial goals and worries
The DeWitt Ivins team focus is to understand you and your specific situation. From there, we start the process that includes asset management, financial planning, trust and estate planning, and tax planning to ensure a path meet your goals.
Financial Planning
Years of experience have prepared us to guide you through life's transitions.
Retirement Solutions
Retirement is complex. We like to take a holistic approach to help you prepare for the most important years of your life.