DeRamus Wealth Management, Wealth Management Company Dallas Fort Worth TX

DeRamus Wealth Management, LLC
Wealth Management Company Dallas-Fort Worth TX
12655 N. Central Expressway, Ste. 1016, Dallas, TX 75243

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Phone: 972.235.9090

Case Studies

Case Study 1


Business Owner
The selling of a successful business enterprise often results in a large federal tax bill for the owner(s). DeRamus Wealth Management has effectively worked with such owners and their CPAs in the past to substantially reduce this tax liability.

 

Case Study 2


Physicians
Physicians are often concerned about lawsuits against their practices. Often, the doctorsí accounts receivables is one of their biggest and most exposed assets. Through the proper structure, the risk to this asset can be reduced, giving physicians more peace of mind.

Case Study 3


Corporations and Business Enterprises
401(k) Plans are fast becoming one of the largest assets of many households. Even so, we find that most plans are not sufficiently diversified to offer employees their greatest potential for growth. DeRamus Wealth Management has the ability to review and evaluate a planís investment choices to aid both employees and the sponsoring company.

Case Study 4


Retirees
DeRamus Wealth Management can help clients who are already taking income from their investments to increase the amount of income they receive from their investments.
DeRamus Wealth Management, LLC
12655 N. Central Expressway, Ste. 1016
Dallas, TX 75243
PH: 972.235.9090 | FX:469.484.7235

 
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DeRamus Wealth Management LLC. is an independent firm with securities offered through Summit Brokerage Services Inc., member FINRA/SIPC. Advisory Services offered through Summit Financial Group Inc., a Registered Investment Adviser.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we are registered in AL, AZ, CA, CO, FL, GA, LA, MT, NJ, OR, TX and VA. If your resident state is not listed, please contact us at 972.235.9090. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.

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