Innovative portfolio solutions built for people who think outside the norm.
DWV EverGreen Portfolios:
Built to Endure. Designed to Adapt.
Where Academic Insight Meets Fiduciary Wealth Management in Vermont
At DWV Advisors, we bring a professor’s curiosity, a CPA’s mathematical precision, and a fiduciary’s commitment to every client relationship. After more than 20 years as a practicing CPA and college professor, Dennis Voigt founded the firm in 2010 to apply academic discipline and innovative thinking to wealth management. “We like to think that we offer families and business owners something different from the traditional approach of big firms.”
The strength of our portfolios lies in the balance between traditional equities and alternative assets, including commodities and managed futures, that complement one another across market cycles.
Built to adapt through changing markets and across generations, they reflect Dennis’s belief that wealth management should be guided by systems and discipline, not guesswork.
A Different Approach to Building Wealth
At DWV Advisors, we like to think that we are a little different than the traditional investment firms.
We design modern portfolios that blend stocks, futures, and alternatives to help reduce risk and help seek opportunities across a variety of market environments.
The foundation of the accumulation and preservation of real wealth isn’t about chasing trends but building sustainable portfolios that perform in various market conditions.
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DWV Evergreen Portfolio Design
Inspired by Harry Browne and Ray Dalio, built to adapt to multiple market cycles.
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Integrated Services
Consolidated tax planning, estate planning, financial planning, and portfolio management services from one provider. You avoid the conflicting advice and duplicate fees of multiple providers.
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Academic Discipline
Strategies shaped by decades of market research, mathematical discipline, and innovative portfolio management.
Fee-Only Fiduciary
Our transparent pricing, which includes tax planning, estate planning, and financial planning services, can also include performance-based fee options for qualified clients.
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01
DWV Evergreen Portfolio Design
Inspired by Harry Browne and Ray Dalio, built to adapt to multiple market cycles.
02
Academic Discipline
Strategies shaped by decades of market research, mathematical discipline, and innovative portfolio management.
03
Fee-Only Fiduciary
Our transparent pricing, which includes tax planning, estate planning, and financial planning services, can also include performance-based fee options for qualified clients.
04
Integrated Services
Consolidated tax planning, estate planning, financial planning, and portfolio management services from one provider. You avoid the conflicting advice and duplicate fees of multiple providers.
Complimentary eBook
Beyond the 60/40 Portfolio: Smarter Strategies for Today’s Investor
Learn how investors evaluate alternative portfolio structures as part of a risk‑aware approach.
Our Blog
We write about our investment strategies to help you feel more confident about your assets and your pursuit of long-term financial goals.
Why Is a Fee-Only Fiduciary Financial Advisor Essential Today?
EverGreen Portfolios: Why a Different Wealth Approach Works
Welcome to the New DWV Advisors Website
One EverGreen Philosophy
Our DWV EverGreen Portfolios work like a forest; stocks drive growth like tall trees, while alternatives, such as managed futures and commodities, add diversity to improve protection.
Together, they provide the opportunity for the potential for a more balanced experience depending on market conditions.*
We offer two tailored options:
- DWV Accumulation Portfolio: Built to grow wealth over longer horizons before you need income.
- DWV Distribution Portfolio: Designed to generate income and support systematic withdrawals.
Each portfolio is rebalanced at least annually, using uncorrelated assets to help smooth out market ups and downs.
*All investments carry a degree of risk, past performance is not a guarantee of future results, and investors may lose some or all of their principal.
Big banks grow branches. We grow forests.
At DWV Advisors, our EverGreen portfolio strategies are built around your unique needs and not a one-size-fits-all wealth management service.
