Advisor Services
Personalized Investment Advising
• Custom investment strategies
• 401(k) asset allocation advising
• Lifestyle and goal-based financial planning
Financial Wellness & Tax Strategies for Business Owners
• Corporate retirement plan administration
• Employee benefits consulting
• SEP/SIMPLE IRA management
Wealth Stewardship
• Holistic financial guidance
• Strategic tax planning
• Asset manager and fund selection
• Fiduciary counsel
Schedule Your Free Consultation
MADE IN PURE MICHIGAN
Timothy Hooker, AIF®
Financial Advisor Since: July 2014
Key Experience & Qualifcations
• 8 years of investment management experience (equity, bond and derivatives)
• Series 65 Investment Advisor Representative license
• Accredited Investment Fiduciary AIF®
• Co-Founder at Dynamic Wealth Solutions LLC
Academics & Continued Education
• Orchard Lake St. Mary’s Preparatory 08′
• Bachelor’s Degree, Wayne State University – Detroit, MI
• Yale University – Coursera Certificates (Global Financial Crisis, Financial Markets)
• Amazon Web Services (Fundamentals – Going Cloud Native)
• Fi360 – Accredited Investment Fiduciary AIF® designation ongoing CE
Learn more about Dynamic Wealth Solutions LLC, a registered investment advisor, established 2014.
Visit GoDWS.comInvestment advisory services offered through Dynamic Wealth Solutions LLC, a registered investment advisor.
• High-Net Worth Family Wealth Management
• Personalized Investment Strategies
• Retirement Income Planning
• Investment Advising