Discipline Wealth Solutions, Inc.

Discipline Wealth Solutions serves individual and high‑net‑worth investors as well as corporations, other registered investment advisers, and retirement plans, providing discretionary and non‑discretionary portfolio management, cash management, and access to third‑party money managers. The firm also offers sub‑advisory services to unaffiliated RIAs and retirement plan advisory work, including selection and monitoring of plan investments and participant education.

The firm’s investment process is client‑specific and built around asset allocation, risk‑tolerance profiling, and a mix of strategies such as dollar‑cost averaging, technical analysis, and both long‑ and short‑term security selection. DWS both manages assets directly and monitors third‑party managers, and it uses established custodial platforms while encouraging (but not requiring) clients to use its recommended custodians.

Compared with many multi‑team advisers, DWS separates comprehensive financial planning from its core asset management offering, providing planning on a negotiated fixed‑fee or hourly basis rather than as a fully bundled service for all clients. The firm also discloses related‑party activities — including an affiliated registered investment adviser and insurance‑product activity — and uses promoter/finder arrangements for client introductions, features the brochure identifies and addresses as potential conflicts of interest.