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.
Save Time
Take Action
Grow Faster
Transparency
Setting the BAR High
**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.
Our Leadership Team
Dustin Roberts, CWS
CEO
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 lives in the lively metropolis of Turlock, California, where he’s happily outnumbered by his wife and their three daughters—plus two dogs who probably think they run the place. The Roberts family turns game night into an Olympic event, with fierce competition that would make even the best reality TV show look like a nap time. They love to hit the road in their Class A motorhome, which is basically a hotel on wheels, giving them a front-row seat to the great American adventure—complete with pit stops at states, cities, and national parks. When he’s not multitasking as the referee for family board games, Dustin can be found passionately cheering for his Colorado Avalanche because, let’s face it, someone has to keep the ice cold. His hobbies? Oh, just a little bit of everything: films (preferably ones with explosions), fishing (where the only thing he catches is sunburn), camping (which is basically just cooking over an open fire while being eaten by mosquitoes), golfing (aka walking with a purpose), karaoke (a high-risk sport), woodworking (for when his handy skills don't end in disaster), and barbecuing (where he’s definitely the grill master, but the smoke alarm may disagree).
**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/).
