Clinton Elementary School

At Dent Wealth Advisors, we believe that wealth management is not just about managing your finances, but about helping you achieve your most important goals and desires. Our team of experienced advisors is dedicated to providing personalized wealth management solutions that align with your values and priorities.

Our Mission

Wealth Management & Leadership is what we do. Helping our clients get what they actually want out of life is who we are. We often work with families and individuals who have plenty of money but still feel confused about why they don't feel free. Whether you're concerned about paying too much in taxes, leaving a lasting legacy, or simply wanting more peace of mind, we're here to help.

Our Process

Our intentional, methodical wealth management process is designed to help you achieve more clarity, certainty, and confidence in your financial decisions. We work with you to understand your goals and create a personalized wealth management solution that helps you achieve them. Our process includes:

• The Family Office Framework: We work with you to understand your goals and create a personalized wealth management solution that helps you achieve them.
• Design Strategic Alignment: Our intentional, methodical wealth management process is done by design, not default. This is how we help you get the results you want.
• Optimize Advanced Planning: We coordinate and collaborate with your existing professionals on your behalf on an ongoing basis. If you don't have effective professionals, we call on our elite team of local and national experts.

Meet Our Team

Our team of experienced advisors is dedicated to providing personalized wealth management solutions that align with your values and priorities. Meet our team of experts, including Fred Dent, Lyndon Wilbert, David Summers, Alex Fry, and Angel Cancienne.

Why Choose Us

At Dent Wealth Advisors, we're committed to helping you achieve more connection, a deeper sense of purpose, and more peace of mind. We believe that your wealth should be aligned with your values and priorities, and we're dedicated to helping you achieve your most important goals.