Our business is built on a foundation of thoughtful client relationships based on our core beliefs.
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?
When Markets React
Find Your Risk Number®
Take this complimentary, interactive questionnaire to see if your results align with your current investment portfolio.
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.
Estate Management 101
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Proper estate planning and insurance coverage are critical to security.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
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.
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®
DWM Founder, President
My focus is personalized financial planning services and active portfolio management.
Ronnie Soto, MBA
Meet the Whole Team