Your New DWM Website

A few months before starting my career at DWM, the team decided it was time to change the look of the company. The first step was revamping the logo to have a more modern feel, while still maintaining a strong message. The DWM gears were a perfect fit. The origin of the gears symbolizes the idea of process, which is ideal when you consider DWM’s philosophy: “Wealth management is a process, not a product.”

While the new logo certainly achieved a modern feel, we also needed to update the look of our website. We came together as a team to determine what the old site lacked, and how the new site would improve the overall user experience. I started building out the new site my second week at DWM. Every week the team discussed ways to make it better for clients, prospects, and anyone else who wanted to stop by. Now, almost 8 months later, the new and improved DWM site is finalized and ready for you to visit.

The new site benefits both DWM clients and non-clients in three main ways: simplicity, quick/convenient access, and transparency.

Simplicity. The new site has a very simple layout. We do not try to impress anyone with fancy terminology or complicated charts that may be difficult to understand. The goal is for you, the viewer, to have a stress free experience on our site and easily obtain the information you are looking for. From our home page, one can easily navigate to brochure-like items such as our DWM Total Wealth Management Process (investment management, value-added services, and relationship management), DWM processes and culture, the DWM team, and a link to recent blogs.  Within each tab, we give a brief overview of our philosophy on that particular subject, but do not ramble on for 10+ pages. As much as we love talking about all aspects of wealth management, we recognize you probably did not come to the site to read an entire book. So while the information is detailed, it is still easy to understand and not overwhelming.

Quick/convenient access for clients. Typically, clients visit the DWM website to access either their MGP financial plan, DWM/Orion account (performance) information, or Schwab account information. With that in mind, we did not want you to have to scavenge the site just to access your information. For this reason, we inserted quick links in the header of the site so you can quickly locate your information from any page. To go along with quick access, we made a point to maximize convenience, so, we decided all log in screens should open in a separate tab. This way, if you are reading a blog about market performance and decide to check your account, you will not be navigated away from the site. A new tab will open and you can finish reading after checking your account. Of course, everything is still 100% secure, as DWM takes your personal and account information very seriously.

Transparency. When I first started building out the new site, I was surprised to hear a general rule of thumb is to limit the amount of pictures of the company’s employees. If you visit other sites in the financial industry, you may notice there are a lot of canned pictures of happy couples running on the beach, sunsets, and whatever else distracts you from the idea wealth management is a process that takes a strong team you can trust. So while we are certainly happy at DWM, it is not because we are running along the beach everyday with our hands in the air, but because we enjoy helping you achieve and enjoy your financial freedom.

To go along with transparency, we spent a significant amount of time on the “DWM Team” section of the site. We decided we did not want to only brag about everything we have accomplished and why we are qualified to be your personal fiduciaries, but rather, give you a better idea of who we are as people. Of course, we give background information, but more importantly explain how we got into wealth management, some passions outside of wealth management, our family, interests, and experiences at DWM thus far. This gives the reader the ability to learn more about the individuals on this team and how they mesh with your needs.

We are very excited about the new DWM website and our overall online presence. To go along with the new website, we also have updated our Linkedin, Facebook, and Twitter Pages. We are using Twitter to help everyday folks with wealth management by posting blogs and “daily wealth management tips.” Our goal is to help as many people as possible achieve financial freedom and we are thrilled we can utilize social media to do that. So please, check out the new and improved DWM online platforms! Here are the links:

DWM website: http://www.dwmgmt.com/

DWM LinkedIn Page: https://www.linkedin.com/company/detterbeck-wealth-management

DWM Facebook: https://www.facebook.com/DetterbeckWealthManagement/

DWM Twitter: https://twitter.com/detterbeckwm

DWM’s Client Portal Overhaul

We are pleased to announce a major overhaul to the Client Portfolio Management side of our website, powered by Orion Advisor Services, a third party that is a leader in portfolio management reporting for the Registered Investment Advisor industry. This is where DWM clients can access their personal portfolio information (such as portfolio details, transaction activity, and portfolio performance) on a secure site. (The MoneyGuidePro planning side is unchanged).

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The Client Portal site is now more user-friendly and intuitive. You’ll land on the overview page when you first log in. From there, you can easily navigate into the pages specifically devoted to PERFORMANCE, HOLDINGS, & ACTIVITY. And you can easily switch from viewing from the household level or at the account level just by clicking on one of your accounts. (Click on the picture below for a larger view).

Demo Client screen shot

You can still run the classic PDF style reports. Just go to DOCUMENTS tab, then REPORTS, and click on your desired report. This will be of particular interest for those clients with illiquid securities that are shown “below-the-line” as the OVERVIEW LANDING PAGE does not support those and thus won’t show them there. Quarterly statements and invoices are also found within this same area.

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We know you’ll love the new look and feel of the site. But to get it, you need to visit www.dwmgmt.com or click on the following link: https://login.orionadvisor.com/login.html?g=53C76474-50BC-40CB-AA14-6B9E56B04DDA

Also, be sure to look for the DWM Mobile app on iTunes or the Android App store!

For our clients, we will review this exciting new Client Portal at our next meeting with you to make sure you are able to login and to answer any questions you may have.

Please note that userids and logins will timeout after 181 days of no activity. We recognize that this can be frustrating, however, because of the confidential nature of the information, Orion has put this safeguard in place for your protection.