About Us
Client Experience
Core Services & Communication
We look to deliver a suite of core services to our clients, allowing you to enjoy a customized financial plan, with ongoing communication and service.
Comprehensive Financial Plan
A personalized roadmap designed to align your financial goals, resources, and priorities. Clients have 24/7 digital access.
Tax Analysis
Ensuring your investment approach and financial plan maximize tax-efficiency.
Investment Management
Customized portfolios guided by disciplined oversight from our dedicated financial analyst.
Account Service
Professional assistance with requests like beneficiary changes, contributions, withdrawals, tax withholding, and more.
Ongoing Meetings
To stay informed about important changes in your life and keep your financial plan up to date.
Unlimited Correspondence
Call or email our team at any time, cost-free.
Fee Structures
At Dunuwila Private Wealth, we offer two fee structures designed to meet clients where they are. One option is for those who would like us to manage $250,000 or more in assets, and the other is for those who may not be ready to invest at that level but still want to benefit from comprehensive financial advice and planning support.
$250,000+ Invested with Us
- Quarterly investment management fee
- Drawn automatically from your investment account
Less then $250,000 Invested with Us
- Monthly consulting fee
- Drawn automatically from your bank account
- Under this plan, we do not charge an investment management fee on the accounts we manage
- Once total account values exceed $250,000, the monthly consulting fee will stop and be replaced with our investment management fee (evaluated annually)
- This consulting plan is designed as a 12-month engagement to ensure meaningful progress
Interested in Becoming a Client?
Let’s connect to go deeper into our offerings, talk through your goals,
and see if we’re a good fit.