Hero

An enduring commitment to your
financial security.

Retirement should be a

Special part of life.

A time to enjoy the fruits
of all your hard work.

An opportunity to pursue those activities that give you joy; from traveling, volunteering and mentoring to exploring hobbies and spending more time with loved ones.

Dan
Your retirement
dreams
At Daner Wealth Management, we can help make your retirement dreams a reality.

We bring deep experience in wealth management and a commitment to adjusting your retirement plan in response to changing life circumstances, goals, milestones and financial priorities.

Business Man
Structures
Background
Our principal, Registered Investment Advisor Marc Daner, has advised clients on their finances since 1990.

Our registered client services associate, Kellie Borror, assists Marc in building enduring client relationships based on integrity, trust and personal service.

Building
A dedication to client-first service defines everything we do at Daner Wealth Management. This means:

Taking the time to listen to your questions and explain our recommendations, using straightforward language

Educating you on your options as your planning needs evolve so you can always make the best decisions for you and your family

Being available when you need us to discuss financial issues and opportunities and provide trusted insights and advice

Following through over the long haul to help you meet your goals and enjoy the kind of retirement you envision

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Financial Security
Starts here