DreamCatcher Wealth Management
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The DreamCatcher Map

Our MAP consists of eight distinct areas of exploration. We call these the Eight Dimensions of Wealth™. This eight-dimensional lens allows us to see opportunities to enhance, protect and sustain a family’s wealth. It also provides our clients with a framework for making smart and thoughtful decisions about their wealth.

There are many potential opportunities to enhance a family’s wealth in each of the eight dimensions. Likewise, there are any number of potential risks and other threats that can adversely affect a family’s wealth. Many people fail to optimize their wealth because the best opportunities are not always apparent to the untrained eye.

The same is true for some of the most serious threats. Opportunities and threats can arise from normal life transitions, most of which are predictable. But, they can also present themselves when unexpected events occur, such as personal health issues and unusual economic developments. 
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The most important thing to note about our Wealth Optimization Map is that your wealth can be significantly impacted in ALL eight areas.
Some opportunities and threats only become visible when we help our clients look carefully into the future. By asking the right questions and applying the proper techniques many opportunities and threats can be uncovered. Our job is to help our clients capitalize on the opportunities and minimize the threats in each of the eight dimensions shown above.

As noted earlier, wealth optimization is an ongoing process. Opportunities and threats evolve over time. The same is true for a family’s goals and objectives. It is perfectly normal to make multiple voyages around the map. We often find something new every time we go around.
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DreamCatcher Wealth Management
300 North Main Street
Suite 309
Wichita, Kansas 67202
316.265.5151
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Complimentary Brochure

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
Investment products and services available only to residents of : Arkansas (AR), California (CA), Florida (FL), Georgia (GA), Iowa (IA), Kansas (KS), Michigan (MI), Missouri (MO), Montana (MT), New York (NY), Oklahoma (OK), Texas (TX), Washington (WA).
Securities offered through Concorde Investment Services, LLC (CIS) Member FINRA/SIPC.
Advisory Services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor. DreamCatcher Financial, LLC and Eldercare Channel of Wichita are independent of CIS and CAM.

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