DWV Advisors LLC
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Work Group, Category & Country
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Category
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Work Group
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Open Times
Mon: 09:00 - 17:00
Tue: 09:00 - 17:00
Wed: 09:00 - 17:00
Thu: 09:00 - 17:00
Fri: 09:00 - 17:00
Sat: Closed
Sun: Closed -
Country
United States
About Us
DWV Advisors is a fee-only fiduciary financial advisor in Vermont. We offer customized portfolio management services, retirement planning, and tax-efficient financial strategies for families and business owners. Led by Dennis Voigt, a practicing CPA and former professor, our EverGreen portfolios go beyond the traditional 60/40 asset mix by blending equities, futures, and alternative investments. Serving clients in Vermont and nationwide, we help clients think differently about how their wealth is managed.
International Dialing Code For United States
United States
Dialing code
+1
+1
Call & Message
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Telephone
+1 802-879-3766 -
Website
Address MAP
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Street Address
76 Pearl Street
Suite 205 -
City
Essex Junction -
State / Province
Vermont -
Zip / Postal Code
05452