Dermann & Smith Personal Wealth Management, LLC

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Business Philosophy: Bill Dermann and Amy Smith have a combined total of nearly 40 years of experience in assisting individuals and companies with their financial needs. As a result of this experience, we fully understand peoples' concerns related to their long-term financial well-being as well as the importance of developing the trust and confidence essential to longstanding client relationships. Additionally, we are very much aware of the role that personal values, family concerns, and emotions play in both the formation and implementation of successful financial strategies. We seek to serve as our clients' chief financial advisor. In this role, we assist in the coordination of existing professional advisors such as tax accountants and estate planning attorneys. We can also utilize our own network of professional advisors to provide these and other needed services such as health and long-term care protection. Central to our concept of comprehensive financial planning is a process that includes the detailed profiling of each client's current situation, an analysis of their tolerance for risk, and an in-depth discussion of future lifetime goals and objectives. The tangible results of this ongoing process are the development of a meaningful financial planning blueprint for the future, a written investment policy statement, and personalized investment management strategies. Investment Management Philosophy: The impact of the significant decline in the U.S. equity markets...

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