DR Wealth's Mission Statement

DR Wealth is a consulting firm that focuses on connecting individuals and businesses with premium financial services. The firm aims to address each client's unique financial situation, positioning itself as a reliable partner in providing comprehensive financial solutions. By streamlining the process, clients can avoid the need to engage with multiple banks, investment management firms, insurance providers, and lending institutions. DR Wealth effectively saves clients time by conducting thorough research and creating a tailored financial roadmap that aligns with their specific definition of success. The company's foundational principle is centered around the ideas of Build, Acquire, and Retain.

How We Set the Bar High

 Individuals- Families- Businesses

Our services are designed to assist individuals, families, and businesses by focusing on their most pressing needs while identifying opportunities for increased efficiency in their financial strategies. When collecting financial data, we thoroughly examine all relevant components, including assets, liabilities, liquidity, investments, retirement plans, trusts, estate plans, tax returns, real estate schedules, and business financials. This holistic approach allows us to create a comprehensive financial plan tailored to the client’s unique situation. Many clients may not be fully aware of the various financial strategies available to them, which is why we prioritize education on these topics. Understanding the underlying reasons for financial decisions is crucial for effective planning. Although we do not offer legal or tax advice, we collaborate with clients' attorneys and CPAs to ensure the successful implementation of their plans.

Core Principles

**Build** 

At DR Wealth, we offer flexibility in wealth-building opportunities with no minimums or maximums. Our goal is to assist individuals who are eager to create wealth and establish a robust plan for their financial future. The realms of investment management and retirement savings can often seem daunting and costly. We take on the complexities of this process alongside our clients, fostering a partnership that aims to save time and money while providing peace of mind.


**Acquire** 

Our firm is strategically equipped to assist clients in purchasing and financing real estate. We provide comprehensive support in various areas, including purchase loans, refinancing options, home equity lines of credit, and financing for second homes, vacation properties, investment properties, multi-family units, and commercial real estate.


**Retain** 

We recognize that the journey to building wealth and acquiring assets must be complemented by effective strategies for wealth retention. To ensure clients preserve their hard-earned wealth, we offer a range of retention strategies, including estate planning, gifting, charitable contributions, business succession planning, and insurance considerations. Through collaboration with clients and their professional teams, we develop tailored approaches to safeguard their wealth and maintain their legacy.



Save Time

Take Action

Grow Faster

Transparency

Our Leadership Team


Dustin Roberts 

Founder-Chief Executive Officer


Dustin began his financial career in 2008 as a business banker at Westamerica Bank in California's Central Valley. He has also held positions at prominent institutions including JP Morgan Chase, BBVA, and U.S. Bank Private Wealth. Throughout his career, Dustin has accrued extensive experience across various sectors including retail banking, business banking, commercial banking, wealth management, and private wealth management. This diverse background empowers him to assist clients statewide with their banking needs, investment management, credit and lending, insurance, and financial planning.


Despite a successful tenure in the banking industry, Dustin sought a more impactful approach to financial services. He founded DR Wealth to provide a client-centric experience, focusing on individual needs without the constraints of minimums, maximums, or bureaucratic influences. His commitment to transparency is at the core of the firm’s philosophy.


Professional Certifications 

- Series 6 Finra OH86517 

- Series 63  Finra OH86517

- Series 65  Finra OH8651

- Life and Health Insurance - OH86517

-Certified Wealth Strategist

- NMLS ID # 692288 



Personal Life 

Dustin resides in the vibrant city of Turlock, California, where he’s delightfully outnumbered by his wife and their three daughters—along with two dogs who likely believe they’re in charge. The Roberts family transforms game night into a fiercely competitive event that would put even the most thrilling reality TV show to shame. They relish the opportunity to hit the road in their Class A motorhome, which is essentially a mobile hotel, offering them a front-row view of the great American adventure—complete with stops at various cities, attractions, and national parks. When he’s not busy driving the motorhome, Dustin can be found fervently cheering for his Colorado Avalanche, as Dustin believes Hockey is the greatest sport on earth. His interests? Well, they span a bit of everything: films, fishing, camping, golfing, karaoke, woodworking, barbecuing, and coaching the Avalanche from his couch.


Community Involvement 

- Coached youth soccer for 10 years in Turlock 

- Serves on the Board of Advancing Children of Turlock 

- Recently appointed to the Board of CASA of Merced County 


Strategic Partnerships 

Investments 

DR Wealth collaborates with Savvy Advisors, Inc. for Housing Investment Accounts, Retirement Accounts, and Portfolio Management. You can view his Savvy Page at [Savvy Wealth](https://www.savvywealth.com/advisor/dustin-roberts).


Lending 

DR Wealth partners with Groves Capital, Inc. for lending solutions. Explore their offerings at [Groves Capital](https://grovescapital.com/).


Insurance and Annuities

For Insurance and Annuity services, DR Wealth collaborates with Advisors Excel. More information can be found at [Advisors Excel](https://www.advisorsexcel.com/).