Welcome to Dunlap Gill Wealth Management Group. Through our website, we hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial fitness. We're here to help educate you about the basic concepts of wealth coaching and wealth management.
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To maintain the highest level of integrity and professionalism in our relationship with our client family. To provide superior financial information, services, and investment strategies, and to assist our client family in pursuing their financial goals, enhancing their wealth, and inspire prosperity in all their financial endeavors.
Our Core ValueOur clients are family and we put the best interest of family first.
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the knowledge, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.
Named Indianapolis Five Star Wealth Manager
Bob Dunlap has received the Five Star Wealth Manager Award in the Indianapolis Area for the years 2012, 2014-2022.
This professional award is based on a 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Please note that Wealth Managers do not pay a fee to be considered or placed on the final list for this award.
