Dennis Voigt
Advisor at DWV Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
DWV Advisors, LLC
Location
Essex Junction, VT 05452
Credentials
PFS™, Series 65
Industry experience
15 years
About
Dennis Voigt is the founder and sole advisor of DWV Advisors, LLC, an independent registered investment adviser based in Essex Junction, Vermont. He holds the PFS™ designation and Series 65 license, with 15 years of experience in financial advisory services. Prior to founding DWV Advisors in 2009, Voigt has been president and owner of DWV CPA PC, a CPA firm, since 1990. DWV Advisors provides discretionary portfolio management, financial planning, and manager-of-managers oversight to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm customizes investment strategies based on client objectives, tax considerations, and risk tolerance, employing a range of analytical techniques and investment vehicles.
Client services
Based on DWV Advisors, LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on DWV Advisors, LLC
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
$510.00 per hour
Up to 20% of profits annually plus up to 0.20% of assets under management, billed quarterly in arrears
Account minimum: $250,000
Location
76 Pearl St, Suite 205
Essex Junction, VT 05452
Most active in
Dennis V has reported serving >5 clients in these states in the last 12 months.
Vermont
Work history
DWV Advisors, LLC
2009 - Present (17 years)
DWV CPA PC
1990 - Present (36 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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