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
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MADE IN PURE MICHIGAN
Timothy Hooker, AIF®
Timothy’s mission is to strengthen his client’s financial peace of mind through transparent investment advice and wealth management. He provides passionate service and counsel to help business owners and families navigate complex financial choices. When he’s not serving clients, he enjoys spending time outdoors with his son and is an advocate for park preservation.
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
• Bachelor’s Degree, Wayne State University – Detroit, MI
• Accredited Investment Fiduciary AIF® yearly training
• Yale University – Coursera Certificates (Global Financial Crisis, Financial Markets)
• Amazon Web Services (Fundamentals – Going Cloud Native)
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