Portfolio Management
Years of experience have prepared us to guide you through life's transitions.
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.
Salem Health Employees
You deserve to make the most of your Salem Health Retirement Plan. View your options on our dedicated employee page.
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
