Through active strategies, empowering education, and comprehensive planning, we partner with our clients in progression towards financial goals. You have comprehensive investment choices because we are independent financial advisors. Your portfolio will include investment types and products suited to your specific financial plan and goals.
We partner with you as you move toward your unique retirement goals. Strategic planning and education help put you in position to make important decisions that will guide your retirement years. We get to know you and all the components of your life that impact your financial health. We assemble these puzzle pieces into a comprehensive individualized plan that can be adjusted as your life and goals change.
We partner with you as you move toward your unique retirement goals. Strategic planning and education help put you in position to make important decisions that will guide your retirement years. We get to know you and all the components of your life that impact your financial health. We assemble these puzzle pieces into a comprehensive individualized plan that can be adjusted as your life and goals change.
Services
At Distinct Wealth Management, we are committed to maintaining the highest level of integrity in every aspect of our practice. We are your resource, through every financial life event, operating on a philosophy of Active Stewardship, Active Progress. We focus on establishing a strong relationship with each client, getting to know and understand you well enough to anticipate your specific needs.
The team at Distinct Wealth Management is committed to maintaining the highest level of integrity in every aspect of our practice. We are your resource, through every financial life event, operating on a philosophy of Active Stewardship, Active Progress. We keep the focus on you. We make a commitment to get to know you well, learning about your perspective, preferences, and specific areas of concern.
Integrity and partnership drive our client relationships. We operate with a philosophy of Active stewardship, Active progress to help you pursue your goals. Our approach is holistic, taking into consideration the various areas of your financial life, and enabling us to provide comprehensive solutions.
We focus on establishing a strong relationship with each client, getting to know and understand you well enough to anticipate your specific needs. We build an active partnership and ongoing dialogue with you, using an individualized process that considers all aspects of your financial objectives and personal goals.
We run our business and strive to meet our clients' goals through principles of active and strategic stewardship. But more than that, we apply the philosophy of stewardship to the active role we take in our community. Our faith is a central part of our lives. We believe in living out that faith through our actions, and by dedicating our time and money to causes that serve our community.
Reviews (1)
Hans Ferguson
Jul 16, 2021
Report
Critical: Professionalism, Responsiveness
I engaged with Donna Garland, she was unprofessional, gave me inaccurate information. I expected much more from her but received very little because her arrogance was in the way. I witnessed her treating someone poorly, by degrading them. Don’t ever go to her, she’s not a good person.
I engaged with Donna Garland, she was unprofessional, gave me inaccurate information. I expected much more from her but received very little because her arrogance was in the way. I witnessed her treating someone poorly, by degrading them. Don’t ever go to her, she’s not a good person.
