Dalby, Wendland & Co., a regional public accounting and business advisory firm based in Grand Junction, now offers wealth management services.

DWC Wealth Advisors integrates wealth management services with estate planning, retirement and tax services.

“The combination of having a CPA advisor and wealth advisor on the same team and collaborating to provide advice on every aspect of your tax and financial planning and legacy goals is rare and incredibly beneficial,” said Chris West, chief executive officer of Dalby, Wendland & Co. “There is oftentimes a gap in communication between tax and business advisors, the client and outside wealth advisors. We understand that the success of our clients’ finances, goals and strategies start with coordinated communication and cooperation among unified professionals who always have the client’s best interest and excellent service in mind.”

DWC Wealth Advisors engaged two independent financial planners — Kevin Price and Jason Stanfield — to help clients. Each brings more than 20 years of financial and wealth planning experience to their roles, including financial planning for wealth accumulation and preservation as well as investment and portfolio analysis.

DWC Wealth Advisors offers fee-based services. Advisors don’t receive commissions from selling specific investment or insurance products.

“We maintain a proactive, long-term and purpose-driven planning approach with our wealth services versus a beat-the-market mindset,” West said.

For more information, visit www.DWCWealthAdvisors.com.