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(219) 386-3920
info@directionswealth.com
Client Portal

Welcome

Our business is built on a foundation of thoughtful client relationships based on our core beliefs.


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Optimize Your 401(k), 403(b), or 457

Did you know there's a tool that sends you custom portfolio rebalancing recommendations for your current employer plan?

Access the Tool

When Markets React

When markets shift, experienced investors stick to their strategy.
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Find Your Risk Number®

Take this complimentary, interactive questionnaire to see if your results align with your current investment portfolio.

Take My Quiz

Is a Self-Directed Brokerage Account Right For You?

A Self-Directed Brokerage Account (SDBA) is a lesser-known option for some employer plans who allow for this type of investment structure. 

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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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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