The People You Talk With ... for help with any & all decisions ... that affect your life financially

We are analysts and consultants with a wealth management focus who provide oversight and guidance to help people make any and all decisions that affect their lives financially.

Our lives are the cumulative result of the many decisions we make affecting our family, finance, health, work and leisure. Culture, society and the economy are changing constantly. However, the speed of change, amount of choice, global interdependence and economic instability seem to be increasing exponentially. This often results in feelings of an exhaustive pace, reactive lifestyle and lack of peace. 

Wealthy families address these issues by establishing and utilizing "family offices" which employ analysts, consultants and professionals to oversee and guide the family affairs. At Dean, Casey Financial Management, LLC, we bring virtual family office concepts and services to successful people to help them manage their lives - without the unaffordable overhead of maintaining staff. 

As fiduciaries, we put our clients' interests ahead of our own. All compensation arrangements are fully disclosed and approved in advance by the client.

We take a coaching centric approach to meeting the complex needs of successful families. Clients desire a comprehensive approach to complex tax issues, wealth management with an effective tactical or institutional process and estate planning that anticipates the implications of titling, beneficiary designations and taxes on future asset transfers, including business asset transfers. Wealth preservation and philanthropy are often important considerations. We strive to help clients enhance their focushave more time and enjoy their lives. 

Be sure to bookmark our site to your list of "favorites" in your internet browser. You will find a wealth of information in the form of newsletter articles, calculators, and research reports that we frequently update. We wouldn't want you to miss any of our thoughts and suggestions.

"For God so loved the world that he gave His one and only Son, that whoever believes in Him shall not perish but have everlasting life."     John 3:16