What We Do

A Comprehensive Approach to Wealth Management

Your financial life isn’t one-dimensional; your plan shouldn’t be either. At DWV Advisors, we connect every aspect of wealth management into a coordinated strategy.

01

Financial Planning

We help you define priorities, model outcomes, and design a roadmap that connects your goals with the right investment and tax decisions.

02

Investment Management

Through our proprietary EverGreen Portfolios, we combine traditional assets with modern tools, including managed futures, alternative investments, and uncorrelated income strategies.

03

Tax & Estate Planning

Through our affiliate, DWV CPA PC, clients benefit from seamless tax integration and estate planning guidance. We examine how each decision, from portfolio allocation to charitable giving, affects your long-term wealth and legacy.

Our goal is to create a disciplined structure that adapts as markets and your life evolve, enabling you to make confident and informed financial decisions.

Meet Our EverGreen Portfolios:
Strategies That Evolve With You

Your financial life isn’t static, and your investment strategy shouldn’t be either. That’s why we created the EverGreen Portfolios, which are adaptive investment strategies, designed to grow and protect wealth through all market cycles.

Each portfolio combines broad-based ETFs, managed futures, alternative investments, and uncorrelated income streams to be reviewed periodically and may be adjusted as conditions evolve. Both portfolios share one philosophy: disciplined, data-driven investing that adapts to you; not the other way around.

EverGreen Accumulation Portfolio

For growth-minded investors. Designed for individuals and families focused on building long-term wealth while maintaining a balance between performance and risk.

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EverGreen Distribution Portfolio

For income-focused investors. Built for retirees and near-retirees who want consistent income, capital preservation, and flexibility throughout retirement.

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Independent Advice. Intelligent Strategies. Personalized for You.

Connect with our fiduciary team and see how our planning and EverGreen portfolios fit your goals.

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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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