DWD Portfolio Solutions, Inc.

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Client assets under management

$246,254,114

Clients

316

9% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$779,285

About

DWD Portfolio Solutions provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and participant account management for individual investors (including high-net-worth clients) and employee benefit plans. The firm also offers plan-level consulting to plan sponsors and implements client-directed restrictions and tailored investment guidelines where requested.

Investment advice is individualized and may incorporate model portfolios, outside sub-advisers, and a mix of analytical approaches (including fundamental and technical analysis and Modern Portfolio Theory); client accounts are monitored regularly and reviewed at least annually. For retirement accounts the brochure affirms the firm’s fiduciary responsibilities under applicable Department of Labor guidance and describes the use of a third‑party platform to manage held-away participant accounts with discretionary authority.

The firm discloses an affiliation with a law practice through one of its principals and states it may recommend that clients use that legal counsel, with legal services and compensation kept separate from advisory services. The brochure also notes that some representatives maintain broker‑dealer and insurance registrations and that the firm uses endorsements and client testimonials in its advertising — practices the firm discloses as potential sources of conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Fixed fees negotiated on a case-by-case basis, normally agreed for one year.

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $4,000,000: 0.60% $4,000,001 - Negotiable: Negotiable

Commissions

Certain IARs receive commissions for securities and insurance products separate from advisory fees.

Project-based

Up to $200 per hour for financial planning and consulting services.

Main office location

DWD Portfolio Solutions, Inc.

151 Roessler Rd, Suite 103

Pittsburgh PA 15220, United States

Number of offices

Most active in

Florida · Maryland · New Jersey · North Carolina · Ohio · Pennsylvania · Texas · Virginia · West Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 412-341-6642

Advisors at this firm

Maria D

CFA®, Series 63, Series 65

Pittsburgh, PA

DWD Portfolio Solutions, Inc.

Maria Devlin is a CFA® charterholder with over 31 years of experience in the financial industry. She has worked at DWD Portfolio Solutions, Inc. since 1994, with prior roles at Pacific Portfolio Consulting, LLC and PrimeSolutions Advisors, LLC. DWD Portfolio Solutions, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals, employee benefit plans, and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring, using a range of investment approaches including Modern Portfolio Theory and both fundamental and technical analysis.

Keith W

Series 63, Series 65

Pittsburgh, PA

DWD Portfolio Solutions, Inc.

Keith Woerner is a financial advisor with DWD Portfolio Solutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked at DWD Portfolio Solutions since 2017 and previously at PrimeSolutions Advisors, LLC, and Fortune Financial Services, Inc. In addition to his advisory role, Woerner practices as an attorney specializing in estate planning and estate administration. DWD Portfolio Solutions provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as employee benefit plans and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring using a variety of investment approaches and conducts formal account reviews at least annually.

Francis S

CFP®, Series 63, Series 65

Pittsburgh, PA

DWD Portfolio Solutions, Inc.

Francis Schuler is a CFP® professional with 23 years of industry experience, currently serving as an advisor at DWD Portfolio Solutions, Inc. since 2017. Prior to joining DWD, he worked at PrimeSolutions Advisors, LLC for 15 years. Outside of his advisory role, he owns a sports apparel and equipment business. DWD Portfolio Solutions provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals, employee benefit plans, and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring using a variety of investment strategies, managing most assets on a discretionary basis.

Sam D

Series 63, Series 65

Pittsburgh, PA

DWD Portfolio Solutions, Inc.

Sam Dalesandro is a financial advisor with DWD Portfolio Solutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Fortune Financial Services, Inc. and Prime Solution Advisors, LLC. Outside of his advisory work, he operates a sole proprietorship focused on life insurance and broker-dealer sales. DWD Portfolio Solutions provides portfolio management, financial planning, and pension consulting services to individuals, employee benefit plans, and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring, employing a variety of investment approaches and offering model portfolios and access to sub-advisers.

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