At The Dworak Group, we pride ourselves in helping our clients grow and preserve their wealth. With more than 65 years of combined experience, our team has been guiding affluent clients and their families through periods of market opportunity and challenge. Integrating the lessons of experience with a modern perspective, our approach is straightforward—we focus on you and all that matters to you, address the details and the bigger picture of your wealth and combine comprehensive planning with customized investment solutions. We have built our practice around these fundamentals as we believe they are key to earning your trust and shaping the future you envision.
Whatever your priorities, from a multigenerational estate planning strategy to the transfer of a family business, we will deliver a tailored recommendation and the dedicated service to see it through. Over time, we believe our advice, knowledge and commitment to our relationship will not only strengthen your confidence in us, but also provide you with more freedom to focus on your goals and passions.
Jason Dworak has been recognized as an industry leader
- Forbes Top 250 Wealth Advisors, 2019
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Forbes/SHOOK America's Top Wealth Advisors, 2017, 2018, 2019
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
- Barron's Top 1,000 Financial Advisors 2010, 2011, 2012, 2013