Daner Wealth Management, LLC

Daner Wealth Management provides investment advisory and financial planning services to individuals and high net worth individuals through managed accounts, available on both a discretionary and non-discretionary basis. The firm tailors advice to client objectives and risk tolerances, offers written investment strategies and financial planning consulting, and explicitly includes the ability to write covered options as part of its advisory services.

The firm describes a flexible investment approach that may incorporate asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchase strategies, with ongoing suitability reviews and quarterly account oversight. DWM acts as sponsor for wrap fee programs (clients in such programs receive a separate Wrap Fee Brochure), and uses institutional custody and execution relationships through Trade-PMR/First Clearing while permitting directed brokerage by clients.

Noteworthy distinctions include a relatively large asset base for a two-advisor firm and explicit disclosures that representatives are licensed insurance agents (with commissionable business up to the firm’s disclosed time limit) and that certain service providers employ artificial intelligence and machine learning, with attendant due diligence procedures. The brochure also documents one-time financial plan delivery and the firm’s option to provide further client education and workshops, in addition to standard advisory reporting and review practices.