DB_PWM's profile picture. Durbin Bennett's mission is to provide confidence to our clients by offering clear solutions to complex financial matters. #independent #wealthmanagement

Durbin Bennett PWM

@DB_PWM

Durbin Bennett's mission is to provide confidence to our clients by offering clear solutions to complex financial matters. #independent #wealthmanagement

Entrepreneurial tactics and growth strategies date as far back as Washington crossing the Delaware. Understanding the importance of having a team like Washington's can help you and your business achieve continued growth. bit.ly/36W9S4C


Rick Bennett’s commitment to helping clients and families navigate their financial life started with a desire to understand and educate early on in his life. Read more to learn what inspired our founding partner to start Durbin Bennett. bit.ly/38nthwW


Backdoor Roth IRAs are becoming increasingly attractive to higher earners who want to obtain the benefits of the Roth investment vehicle. Find out why and how Backdoor Roth IRA conversions work from Durbin Bennett Advisor Shelby Clements, CPA, CFP®. bit.ly/31pfRvz

DB_PWM's tweet image. Backdoor Roth IRAs are becoming increasingly attractive to higher earners who want to obtain the benefits of the Roth investment vehicle. Find out why and how Backdoor Roth IRA conversions work from Durbin Bennett Advisor Shelby Clements, CPA, CFP®. bit.ly/31pfRvz

If you’re a #businessowner looking to sell your company, you may qualify for significant #taxsavings. Durbin Bennett Partner Tylor Seaman, CFA, CFP, and Advisor Shelby Clements, CPA, CFP, explain #Section1202 in our latest blog post: bit.ly/2m46W3L

DB_PWM's tweet image. If you’re a #businessowner looking to sell your company, you may qualify for significant #taxsavings. Durbin Bennett Partner Tylor Seaman, CFA, CFP, and Advisor Shelby Clements, CPA, CFP, explain #Section1202 in our latest blog post: bit.ly/2m46W3L

We are proud to announce that our own COO, Margaret Casey, CFP®, will be recognized at the @MyABJ’s 2019 Profiles in Power event today as a 2019 nominee. Congrats, Margaret! bit.ly/32yuG0D


With #OpportunityZone investments come benefits AND risks. Durbin Bennett Partner Matt Jachimiak, CFA®, CAIA®, MBA is breaking it all down in our newest blog post. Click through to learn more 👉 bit.ly/2Z9xcg8 #investing #realestate #taxincentives


Are you curious about investing in #OpportunityZones? We’ve done our research and are sharing some helpful knowledge over on our #blog. Click through to learn more 👉 bit.ly/2GtTtcW #investing #realestate #taxincentives


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