![DBR & CO Wealth Partners DBR & CO Wealth Partners](https://chambermaster.blob.core.windows.net/images/customers/890/members/16266/logos/MEMBER_LOGO/DBR-vertical-logo2.jpg)
DBR & CO Wealth Partners
Categories
Financial Advisors
Hours:
8:00 AM - 4:30 PM
About Us
DBR & CO is a boutique, independent Registered Investment Advisor operating with a singular mission of delivering the highest standard of expertise and objective financial advice to individuals, families, businesses, and institutions.
Our experienced and highly credentialed team builds customized, comprehensive financial plans for physicians, business owners, executives, emerging professionals, and their families. These plans cover:
• Retirement planning
• Strategic tax planning
• Legacy & estate planning
• Education planning
• Risk management & insurance
• Private banking
• Charitable giving
• Investment management
Through our dedicated retirement plan advisory division, DBR Fiduciary Plan Solutions, we also serve as a 3(38) and 3(21) investment advisor and co-fiduciary to 401(k), profit-sharing, 403(b), 401(a), 457, and nonqualified deferred compensation plans sponsored by national corporations, closely held businesses, regional healthcare providers, and local nonprofit organizations.
Delivered by a credentialed team of experts with decades of retirement plan advisory experience, our advice is fee-only in nature and free from conflicts of interest or incentives from third parties. Our robust range of services includes:
• Plan design
• Investment selection & monitoring
• Outside service provider evaluation & RFPs
• Sponsor & participant education
• Retirement plan committee formation & consulting
• Investment policy statement construction & maintenance
• Fiduciary assessments
• Fee evaluation & benchmarking
Highlights
- Generational Wealth: Family office services for multi-generational families
- Flagship Wealth: Private wealth management services for individuals & families
- Physician Wealth: Private wealth management services for medical professionals & their families
- DBR Next: Private wealth management services for young, emerging professionals & their families
- Fiduciary Plan Solutions: Advisory services for 401k & 403b defined contribution, defined benefit, & nonqualified plans
Rep/Contact Info
Taylor Glock
Financial Advisor
- Phone: (412) 227-2800
- Send an Email
- 436 Seventh Avenue, STE 2800 STE 2800 Pittsburgh PA 15219
Jeremy Suschak
Head of Business Development
- Phone: (412) 227-2800
- Send an Email
- 436 Seventh Avenue STE 2800 Pittsburgh PA 15219