DBP Wealth Advisory Group’s roots trace back to 1990, when Brent Portell began his career working alongside his father in the financial services business. In 2020, Brent founded the current firm, and his son Brock joined him that same year, continuing the family legacy as the third generation of DBP advisors.
Having navigated generational transitions within our own practice, we understand the opportunities and complexities that can arise when you combine family, business, and wealth. That perspective shapes how we serve families and family-owned businesses today, helping them prepare thoughtfully for transitions while preserving the relationships and values that have contributed to their success.
Generational transitions require families to navigate financial decisions alongside changing roles, responsibilities, and relationships. Having experienced these situations in our own practice, we understand how these dynamics can affect both the business and the people behind it—and we bring that firsthand perspective to our conversations with clients.
Multigenerational planning requires multiple people and professionals to work together cohesively. We facilitate productive conversations among stakeholders, and we work collaboratively with your attorneys, accountants, financial advisors, and other professionals to help coordinate strategies more efficiently.
Our work doesn’t end once a strategy is implemented. We stay engaged, reviewing and adjusting your plan to ensure it stays aligned with your goals over time. With multiple generations invested in the future of DBP, we provide continuity for your family as your circumstances, priorities, and business evolve.
The decisions you make today can shape your family, business, and legacy for years to come. Let’s talk about how we can help you protect and prepare for what matters most.
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