DreamCatcher Wealth Management
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The DreamCatcher Mission

Many of our clients have accumulated their wealth over time; in some cases, over multiple generations. Others have come into their wealth more recently through an inheritance or a liquidity event such as the sale of a business. When it comes to serving our clients, our mission is to help our clients enhance, protect and enhance their family's wealth for generations to come.
  • ENHANCING wealth is about capitalizing on opportunities. It means making smart decisions about where and how to deploy a family’s assets. Some of the best opportunities are not always visible to the untrained eye.
  • PROTECTING wealth is about minimizing threats that can adversely affect a family’s wealth. It is about managing risk in a prudent and cost effective way. Undue risk comes in many forms. It can easily be overlooked until it is too late to avoid.
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  • SUSTAINING wealth is about stewardship. It is about managing one’s resources with an eye toward the future. When it comes to inter-generational wealth, sustainability depends on the extent to which an individual's or family’s values are passed on from one generation to another.
To enhance wealth one must know what to look for and where to look for it. Then, one must act.
Protecting wealth requires insight and foresight. It demands that we remain vigilant and proactive at all times.
Sustainability requires that we maintain a clear and meaningful vision; one that is embraced by those who will carry our torch in the future.

enhance

protect

sustain

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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