Dream Capital Advisors

Dream Capital shall review the client's present financial situation and issue a written analysis and report of recommendations in accordance with the client's goals and objectives. This service is unique to each client and usually includes an initial consultation and subsequent follow-up visits. Dream Capital's fees for a written financial plan may be based on a flat fee or an hourly fee.

We begin by first meeting with our clients and reviewing the current investment situation. We use a holistic planning technique in order to build the best investment plan for our new clients. We are not interested in selling investment products. Instead we incorporate the client's goals, such a retirement or college savings as our benchmarks for success.

Dream Capital Advisors would like to become your portfolio manager. After meeting with you we will create a customized equity and diversified portfolio that reflect your investment objectives. Throughout the investment process, the focus on growth and emphasis on quality of earnings remain a constant.

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