Author: DWV Advisors

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21 Sep 2026 Financial Planning

How Does a CPA-Led Tax Strategy Reduce Capital Gains for High-Net-Worth Families in Vermont?

A CPA-led tax strategy can reduce the tax impact of capital gains by connecting investment decisions with tax-loss harvesting, Vermont-specific exclusions, and the timing of...
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Graphic displaying a clipboard titled Fiduciary Responsibilityalongside text reading Fee-Only vs. Fee-Based Financial Advice in Burlington, VT, set against a blue financial data display background.
31 Aug 2026 Financial Planning

Why Work With a Fee-Only Fiduciary Financial Advisor in Burlington, VT?

Financial advisors can be compensated in several ways, and those differences can affect the recommendations you receive, the products available to you, and what you...
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25 Aug 2026 Financial Planning

What Is the Advantage of a Vermont CPA Fiduciary Advisor?

If you’re looking for a fiduciary financial planner in Vermont, you’re already focused on an important distinction: working with an advisor who is legally obligated...
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Visual graphic showing a choice between multiple investment options, ideal for retirement planning services in Vermont.
21 Jul 2026 Investment Management

Is Your Financial Advisor Using Alternative Investments?

If you’ve ever looked at how large university endowments, pension funds, sovereign wealth funds, or family offices invest, you may have noticed that many allocate...
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Stock market ticker display showing 60/40 strategy for retirement planning services in Vermont.
15 Jul 2026 Investment Management

Is the 60/40 Portfolio Still the Best Strategy Today?

For decades, the 60/40 portfolio served as one of the most widely used investment frameworks in wealth management. The concept is simple: allocate 60% of...
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Fee-only fiduciary financial advisor Burlington VT explaining legal standards and conflict-free wealth management.
28 May 2026 Financial Planning

Why Is a Fee-Only Fiduciary Financial Advisor Essential Today?

Investors today face a financial world that is more complex, more data-driven, and more interconnected than ever before. For entrepreneurs, real estate developers, and families...
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Financial advisor Burlington VT wealth management services featuring EverGreen Portfolios for growth and capital preservation.
27 May 2026 Financial Planning

EverGreen Portfolios: Why a Different Wealth Approach Works

If you’ve accumulated $1 million or more in investable assets, your financial concerns tend to change as you have more to gain and lose. Plus,...
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22 May 2026 Financial Planning

Welcome to the New DWV Advisors Website

In today’s digital world, staying current is not optional. It is part of delivering a better client experience. At DWV Advisors, we are continually refining...
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DWV Advisors is a fee-only fiduciary financial advisor in Vermont. We offer customized portfolio management services, retirement planning, and tax-efficient financial strategies for families and business owners. Led by Dennis Voigt, a practicing CPA and former professor, our EverGreen portfolios go beyond the traditional 60/40 asset mix by blending equities, futures, and alternative investments. Serving clients in Vermont and nationwide, we help clients think differently about how their wealth is managed.
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DWV Advisors LLC is a registered investment adviser located in Essex Junction, Vermont. DWV Advisors LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. DWV Advisors LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of DWV Advisors LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as DWV Advisors LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by DWV Advisors LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of DWV Advisors LLC’s current written disclosure statement discussing DWV Advisors LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from DWV Advisors LLC upon written request. DWV Advisors LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to DWV Advisors LLC’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. 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

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