Find Your Path Forward for Long-Term Wealth Management | Austin, TX

Make every mile count on your journey towards financial freedom.




Find Your Path Forward for Long-Term Wealth Management | Austin, TX

Make every mile count on your journey towards financial freedom.




Finding the time to prioritize and act on your financial goals can feel overwhelming.

Balancing your financial goals alongside a busy lifestyle is no easy task. With the guidance of a professional, experienced wealth manager, you will be able to live your life and have the assurance your financial future is moving in the right direction.

Be confident you are making the right decisions, armed with knowledge and discipline for the long haul. Take control of your financial future by finding the path forward with DWP Investment Management located in Austin, TX.


Create a Path towards Financial Success,
No Matter Your Starting Point


We specialize in crafting personalized and comprehensive plans tailored to your unique financial needs. We strive to make our plans actionable and flexible, able to handle inevitable life changes.



At the core of a well-crafted financial plan is a well-managed investment portfolio. Coordinating your investments with your financial plan provides a unified financial strategy. We provide you with the investment management services that free up your time – so you can rest easy knowing that your portfolio is in good hands!



Having a trained pair of outside eyes can provide you with the confidence you need to move forward with success. We help small business owners take their companies to the next level with professional financial consulting services.

How you start today can make all the difference in how you finish.

We understand just how crowded and confusing the financial services industry can be. We believe we offer a different approach. At DWP Investment Management in Austin, TX our team of experienced professionals are here to help you find the path forward.

With over 20 years of experience, we are a fee-only firm and fiduciary service provider with no commissions or sales charges. We work independently, managing our portfolios completely in-house. We are committed to growing in our expertise as a financial planning and investment management provider.

We believe our clients benefit from our thorough, detailed financial plans that are easy to digest and provide actionable advice. We understand the long-term focus needed for results, so trust us to be your guide. Start your journey with us today!

Daniel Payne, CFA

Principal; Wealth Manager

Pamela Scheppele, CFP, ChFC, CLU, RICP, CLTC

Financial Planner

Lanette Morton

Client Services

Take the First Step Towards a Brighter Financial Future with DWP Investment Management.



Start your pathway towards financial freedom by booking a complimentary meeting with DWP Investment Management. Together, we can decide if our services are best tailored to your needs.



If there is mutual interest in working together, we will schedule a discovery meeting to better understand your current financial situation. We’ll also explain how we can partner with you to pursue your goals.



Once you have decided to move forward with our services, our team will get to work. From designing a financial plan to implementing your wealth management goals, we can help you create the future of your dreams – for yourself and your family. With our comprehensive approach, it’s easier than ever before to begin on this life-changing journey.

Just a few of the partners we’re working with for a better tomorrow.


While the journey ahead may be unknown, preparation will help you find the path forward.

Preparing for the unknown journey ahead requires a detailed and actionable financial plan. At DWP Investment Management, a financial advisor in Austin, TX, we understand the importance of having a trusted partner to guide you through this process.

We offer a comprehensive suite of services that cater to all your financial needs with a focus on creating an effective financial plan that aligns with your goals. Our team has a deep knowledge of investments and provides you with the confidence that your wealth is in good hands.

As questions arise, we are always available to answer them and ensure that you have all the information necessary to make informed decisions about your finances. We closely monitor your portfolio and make sure that your investments are heading in the right direction.

Choosing us as your partner means having access to a competent guide who will work with you every step of the way towards achieving your financial goals. So if you’re looking for confidence and a detailed financial plan, put your trust in DWP Investment Management – we’ll be there to help you find the path forward.