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Discovery Point Wealth Advisors
Discovery Point Wealth Advisors
Categories
*Finance & Insurance
About
Richard Dvorak, CFP®, CLU®, CEPA® is the founder and managing director of Discovery Point Wealth Advisors.
Founded in 2000, our firm strategically aligns your business, financial, and personal goals, specializing in fee-based financial planning and wealth management.
Clients with $3MM+ in liquid assets or businesses exceeding $10MM revenue find success under Discovery Points proactive and personal guidance.
Services include exit planning, tax minimization, estate planning, wealth management, and risk management.
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