Financial Planning Services Designed to Help You Build, Acquire, and Retain Wealth


At DR Wealth, our goal is to help individuals and families make confident financial decisions.

Our services focus on retirement planning, investment strategy, and mortgage guidance — helping you allocate your capital wisely and build long-term financial security.

How do I Put My Money to Work?

  • We offer straightforward portfolios tailored to your goals - no minimums, no complex buzzwords.
  • Ongoing management and rebalancing so your plan stays on track.

What Should I Do With My Old 401(k) or IRA?

  • Simple Rollover guidance so your retirement money keeps working for you.
  • Flexible investment options beyond your old employer's plan.

What's the Best Way to Finance My Home?

  • Competitive rates and clear guidance for buying or refinancing residential, investment, commercial, etc.
  • Personal support from application to closing - with no big bank runaround.

Will I Run Out of Money?

  • Customized plans that show you how much you'll need - and how to get there.
  • Strategies to maximize Social Security, pensions, and retirement savings.

How Can I Protect My Family and My Future?

  • Fixed Indexed Annuities for guaranteed income and peace of mind.
  • Life and disability coverage to safeguard what matters most to you.

Can I Offer My Employees Retirement Benefits Without the Hassle?

  • 401(k), SIMPLE IRA, and SEP plans tailored for small businesses.
  • Easy setup and ongoing support so you can focus on running your company.

DR Wealth works with individuals and families throughout Turlock, Modesto, Merced, and California’s Central Valley.

Interested in how we can work together? Start Here.