Financial Planning
Wondering if you’re on track to achieve your financial goals? We create personalized projections to identify the path you’re currently on and determine whether there are opportunities to strengthen your plan.
At Dunuwila Private Wealth, our advisors use RightCapital, an advanced financial planning platform, to take a deeper, more comprehensive view of each client’s financial picture. This allows us to model different scenarios and instantly adjust projections as circumstances or goals change. Over the years, this plan can be updated to ensure you always have a clear understanding of what path you are on.
Investment Management
Our investment approach is built around disciplined oversight and thoughtful decision-making, while offering clients meaningful investment independence. With the support of a dedicated financial analyst, portfolios are maintained through strategic, intentional adjustments.
We also utilize investment programs that allow us to incorporate any client preferences. When prudent, we can introduce more complex solutions – such as buffered ETFs, alternative investments (private equity, hedge funds, REITs), and customized withdrawal strategies.
Tax Planning
Although we do not file tax returns on behalf of our clients, we are committed to helping our clients identify tax-efficient methods to save, invest and withdraw.
At Dunuwila Private Wealth, our advisors use Holistiplan, an interactive tax and financial planning platform, to analyze client tax returns and highlight planning opportunities. The resulting reports are clear and easy to understand, allowing us to model different scenarios and discuss potential strategies together during meetings.
For clients with non-retirement accounts, our investment team also evaluates loss harvesting opportunities on an annual basis.
Life & Long-Term Care Insurance
We will help you understand the various policy types and select the specific option that makes the most sense for your budget, family situation, and goals. We will gather quotes from multiple, highly-rated, insurance companies, and assist you through the application process.
Estate Planning Strategies
We work closely with clients and their trusted professionals to develop strategies that protect beneficiaries and thoughtfully transfer wealth to future generations, helping preserve both financial security and peace of mind.
Retirement Income Sustainability
A strong retirement plan isn’t just about what you’ve saved, it’s about how your income is structured over time. We help clients design sustainable income strategies that balance lifestyle needs, taxes, and long-term security. By coordinating account withdrawals, social security timing, and your other income sources, our goal is to create predictable income while preserving flexibility as circumstances change.