DM Wealth Management

DM Wealth Management is a Longview financial advisory practice at 1127 Judson Road, Suite 258, led by advisors Jason Dodson and Jim Malone, with Sherri Nolan handling client service. The office line is (903) 653-4042. The practice's website lists retirement planning, estate planning, investment management, tax planning, life transitions planning, business succession planning, financial planning for women and caregivers, and insurance among the areas it works in. It also keeps a resource library on its site with articles, videos, calculators, market commentary and tax reference material for clients and visitors. Securities and advisory services are offered through LPL Financial, a registered investment adviser and member FINRA/SIPC. Investment products are not deposits and may lose value. Nothing in this listing is investment, tax or legal advice, and no outcome is implied or promised — contact the firm directly to discuss your own circumstances.