DBHW Wealth Partners

Q: What is DBHW Wealth Partners's company size?

Dbhw wealth partners has 11 - 50 people working.

Financial Services

Specialities :

Tax preparation

Financial planning

Small business accounting

Estate planning

Education planning

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Providing the support and advice to help you navigate a lifetime of opportunities. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information

Contact Information

South Milwaukee , Wisconsin , United States

dbhwwwealthpartners.com

DBHW Wealth Partners Org Chart

Employees

Total Employees:
25

Top Contacts:
2

C-Level 1	VP - Level-
Director-	Manager1
Others25

Employees Working At DBHW Wealth Partners

Wendi Hall

Director of Tax and Accounting

Jason Klatt

Marketing Social Media Specialist

Kendall Krenek

Investment Analyst

Mitchell Behm

Human Resources Generalist

Andrea Ostrowski

Head of Public Relations Event Coordinator

DBHW Wealth Partners Email Formats

Buyer Intent

Pain Points	Locations	Technologies
Application Development	South Milwaukee, WI
Database Administration	South Milwaukee, WI
Digital Transformation	Bellville, TX	financial, communication, payroll
Digital Transformation	South Milwaukee, WI	financial, customer service, communication, operations
IT	South Milwaukee, WI

Trigger

intent

DBHW Wealth Partners looking to hire in Digital Transformation in South Milwaukee, WI

intent Feb 10, 2025 Feb 10, 2025

intent

DBHW Wealth Partners looking to hire in Microsoft Technologies in South Milwaukee, WI

intent Feb 10, 2025 Feb 10, 2025

intent

DBHW Wealth Partners looking to hire in Support in South Milwaukee, WI

intent Feb 10, 2025 Feb 10, 2025

Tech Stack Used By DBHW Wealth Partners

A quick view of products employed by DBHW Wealth Partners

Excel

Microsoft office

Outlook

Sheets

Word

List of technologies used by DBHW Wealth Partners

Communication

Customer service

Financial

Operations

Payroll

Languages Used By DBHW Wealth Partners

Basic

OS Used By DBHW Wealth Partners

Scope

Jobs at DBHW Wealth Partners

Hiring 2024-09-25 12:30:57

Tax and Accounting Admin

South Milwaukee, WI

Job Summary: This is a great position for someone looking to try out a tax or accounting career o...

Hiring 2024-12-25 17:42:27

Front Desk Receptionist

South Milwaukee, WI

Company DescriptionDBHW Wealth Partners is a financial and tax advisory firm. We provide support ...

Hiring 2024-09-15 17:16:57

Senior Accountant - Bellville, TX

Bellville, TX

Job Summary: The Senior Accountant is responsible for preparing accurate and timely financial rep...

Frequently Asked Questions About DBHW Wealth Partners

What does Dbhw wealth partners do?+

What are Dbhw wealth partners's specialties? +

Tax preparation,financial planning,small business accounting,estate planning,education planning,investment planning,insurance planning,cash flow management,retirement planning,tax planning,corporate tax preparation,and partnership tax preparation