Dunphy Wealth Management, Inc.

The firm manages investment accounts for individuals, IRAs, revocable living trusts and some small businesses while providing fee‑only portfolio management alongside financial planning and hourly or fixed‑fee tax consultation and preparation. In addition to investment management, the firm offers bookkeeping and small‑business tax services as part of its broader client service set.

Portfolios are built from diversified allocations of no‑load, no‑transaction‑fee mutual funds and ETFs and the firm offers an automated Institutional Intelligent Portfolios program with ongoing rebalancing and optional tax‑loss harvesting. Investment implementation ranges from defined Growth and Income strategies with tactical asset allocation to separately managed accounts and, for qualified investors, small aggressive stock portfolios; the firm also notes occasional use of inverse or leveraged funds as part of its risk‑management approach.

What distinguishes the firm from many peers is the integration of accounting and tax practice into its advisory business — tax preparation and related services represent a substantial portion of its other business activities — which can lead to coordinated tax and investment work. The firm also documents use of periodicals and investment newsletters in its research process and provides periodic, more comprehensive performance reports to select clients, reflecting a level of written communication and reporting not commonly emphasized by similar small advisory firms.