DreamCatcher Wealth Management
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The DreamCatcher Methodology

Our methodology is defined by a disciplined yet flexible process that allows us to accomplish our mission of helping our clients ENHANCE, PROTECT and SUSTAIN their wealth.  This collaborative journey has four distinct phases:
  1. Understand
  2. Plan
  3. Implement
  4. Achieve
The initial “voyage” can take weeks or even months to complete. Please note that the eighth step leads back into the first one, making this a continuous effort. 

In an ever-changing world, there are always new opportunities to discover. Similarly, new risks or threats can present themselves at any time. Our job is to stay at the helm and remain vigilant at all times.
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Our Wealth Optimization Process™

Step 1: Learn
Step 2: Define
Step 3: Analyze
Step 4: Strategize
Step 5: Evaluate
Step 6: Select
Step 7: Assess
Step 8: Adjust
Our methodology enables us to make prudent decisions and deliver an exceptional experience to our clients
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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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DreamCatcher Wealth Management