A private first conversation

Tell us what you want to bring into alignment.

Share a little about what feels complex or disconnected. We’ll follow up to arrange a no-obligation introductory conversation.

01A thoughtful responseA member of the DWP team will review your note personally.

02A focused first callWe’ll begin with your priorities, questions, and existing advisory team.

03No pressureThe first conversation is simply to see whether working together makes sense.

START HERE

Request an introductory call.

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First name *Last name *

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I’m reaching out as… * What would you most like to bring into alignment? * What is on your mind?

Please do not include account numbers, Social Security numbers, medical information, or other sensitive personal data. Submitting this form does not create a client relationship.

Gary Kauffman, founder of DWP Consulting — Gary Kauffman · Founder, DWP Consulting

A NOTE FROM THE FOUNDER

“The first conversation is about understanding your whole picture.”

I founded DWP Consulting to help physicians and accomplished families connect the financial conversations that too often happen separately. You should not have to carry every message between your wealth manager, CPA, attorney, and other specialists.

Our first call is a chance to hear what you have built, what feels disconnected, and what you want your wealth to make possible. There is no pressure and no obligation—just a focused conversation about whether we can help.

Gary Kauffman Founder, DWP Consulting