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Financial Guidance for Life

Financial Planning

Financial Planning


We create strategies that are tailored to your needs and goals.

Planning
Portfolio Management

Portfolio Management


Years of experience have prepared us to guide you through life's transitions.

Management
Insurance & Estate Planning

Insurance & Estate Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.  Proper estate planning and insurance coverage are critical to security.

Insurance
Resource Center

Resource Center


Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Resources

TRUST MATTERS. ESPECIALLY WHEN IT’S YOUR MONEY.

Have you ever wondered who your financial advisor really works for?

We work strictly for you. We work hard to build a relationship of trust by providing thoughtful, personalized guidance and placing your interests first.

Invest with a knowledgeable financial advisor who’s on your side; someone who truly cares whether your investments are right for you.

Call today for more information or to schedule a consultation.

Contact Us
Confidence, Clarity, Direction

Confidence, Clarity, Direction

Planning for your financial future is one of the most important things you will every do!

Having access to resources and objective advice from a trusted independent partner can be invaluable.

Directions Wealth Management is dedicated to providing experienced guidance on all aspects of wealth management.

As your personal financial champion & advocate, we are committed to helping you stay on course toward your vision of the future.

Our business is built on a foundation of thoughtful client relationships.


James Kuxhaus, CFP® 

Financial Advisor

DWM Founder, President


My focus is personalized financial planning services and active portfolio management.


Ronnie Soto, MBA 

Financial Advisor



Financial Guidance for Life


Meet the Whole Team

Our Mission

Our Philosophy

Our Process

Our Team

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