Investment Advisory

We'll Help You Make Smart Investment Choices

Investing is both an art and a science. There is certainly more to it than meets the eye. If you’re looking for competent financial advisors that you can trust, then you’ve come to the right place.

Our investment plans are tailored to your age and specific financial goals. It’s ok if you don’t know the first thing about investing–we’ll explain everything to you. 

When you choose DOAAR, you get a team of investment experts who truly have your best interests at heart.

team members agreeing on an outcome

We Are an Elite Team of Professional Investment Advisors

We'll build you a portfolio that's tailored to your financial goals.

Client Analysis

We care about your needs. Our analysis steps will ensure that you get an investment plan with the best possible outcomes.

Portfolio Creation

Once your portfolio has been created, it's important to decide how much to invest in each asset. That's where we come in.

Investment Management

Our financial professionals will monitor and help you prioritize your interests and investment decisions.

Tax Planning

After taking a deep look at all of your financial goals and future plans, we'll optimize your tax potential accordingly.

Customized Reporting

Get all the information you need about your financial wellness and outlook. We create customized reporting so you're always in the know.

On-Going Review & Alignment

You're never left in the dark. Our team will provide on-going support and continual monitoring of your financial situation.

Get the Investment Portfolio & Advice You Deserve

You deserve the future that you’ve always dreamed about. To achieve this, you must start investing NOW. We at DOAAR will work to ensure that your. hard earned money is put to good use. We base our investment choices on years of experience, current and past trends, and most importantly–your unique financial goals. And the best part? We’ll be with you every step of the way. When you trust us with your money, you get dedicated advisors who are ready to answer all of your questions.

Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA. Axxcess offers advisory services independent of Arete. Neither firm is affiliated.