Our Firm

Dune Lakes Private Wealth Advisors is a team of investment professionals focused on the delivery of prudent, objective, high quality investment advice for over 25 years. Our clients are successful families, individuals, and businesses who appreciate the value of investment planning and take a long-term view on investing.

The client is at the core of our business and we make decisions with their needs first. We act with a fiduciary mindset and manage most of our client assets on a discretionary basis for an advisory fee rather than commissions.

We believe proactive planning and client education help improve outcomes. Further, we find a collaborative relationship with our clients legal and tax professionals can produce creative dialogue and improve execution of investment plans.