YOU’VE WORKED HARD FOR YOUR MONEY, SO WE WORK HARD FOR YOU.

COMMITTED TO CLIENTS

Dynamic Wealth Management has been assisting clients with building and preserving their wealth using a variety of asset management strategies for the past 26 years. We serve clients, including individuals, couples and business owners, in 20 states in addition to Florida.

PERSONALIZED APPROACH

Our team places great value on individualized, personal service. Our ongoing relationships develop from a foundation of trust, respect, and communication. We regard our long-term clients as mentors, partners, and in many cases, friends.

INDEPENDENT ADVICE

The plan we help you create is unique to you so, as your situation and life changes, so should your plan. We are here to help you modify it so that it meets your changing needs.

ABOUT US

Dynamic Wealth Management offers the combination of experience, integrity, technology, and personal attention essential in helping you make smart financial choices as you move toward financial security in retirement. Whether you are just about to retire, or are a decade or more away from retirement, we can help you with comprehensive financial advice and retirement planning. Headquartered in Winter Haven, Florida, we can hold meetings and consultations in person, or are well-equipped to set up a virtual meeting if you live in the states of Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee or Texas.

"Above all, the most rewarding part of our job is helping you achieve your financial goals. We look forward to assisting you in pursuing your goals in the years to come."

Meet Our Founder

Brian S. Pearce


Retirement Planning Specialist

Brian Pearce is owner and CEO of Dynamic Wealth Management. With more than 32 years of experience in benefits, nance and financial services, he currently specializes in retirement planning. “I help with retirement income, putting together custom plans that take into account individual client needs,” he says. “I then monitor plans through the years to help ensure my clients succeed.”

Brian feels clients benefits from his experience and perspective. “It’s important to work with a financial advisor in order to avoid mistakes that can cost you money, as well as receive current advice about the latest investment strategies,” he says. “I’ve experienced some of the best times in the market and some of the worst—such as 1987 [20% one-day drop in the S&P], the dotcom bubble, and the 2008 financial crisis. Having been through these occurrences helps me educate people about risk and volatility—and how to deal with it.”

Brian received his bachelor’s degree from the University of Florida. In addition to insurance licenses, he holds Series 7 (securities), Series 65 (investment advisor) and Series 24 (general securities principal) licenses. Although he holds many credentials and has decades of experience, he believes in a calm, laid-back approach: “I try to keep things clear and simple to understand for my clients so they can focus on their own lives and feel comfortable about their retirement.”

Brian has deep roots in Polk County and has lived in Florida his whole life. A member of Grace Lutheran Church, Brian is married to Lisa, his wife of 32 years. They have three grown children, Lance, Jordann and Madison. Brian’s hobbies include golf and weight training.

Meet Our Team

Lee hodges


Financial Advisor

Financial Advisor Lee Hodges has provided retirement and financial planning services to his clients for more than 30 years.  Lee graduated from Jacksonville University with a degree in business. Before joining Dynamic Wealth Management, Lee was a Senior Financial Advisor with Merrill Lynch for 13 years.  He holds Series 7 (securities), and Series 65 (investment advisor) registrations.

Lee takes a systematic approach to strategy and investing consistent with each client’s investment goals and risk/reward tolerance. His objective is to develop long-term financial guidance relationships that are unique to each and every client.

A Winter Haven, Florida resident for more than 20 years, Lee is active in the community through involvement with the Winter Haven Chamber of Commerce and the Haines City Rotary Club and. He is married and has three sons.

tisa knox


Principal

Tisa Knox serves as principal and assistant to both Brian Pearce and Lee Hodges. She has been with the firm for more than 20 years. A graduate of Polk State College, she holds Series 7 (securities) and Series 24 (principal) registrations.

Tisa’s role in the firm is to assist the financial and retirement advisors with the order placement, appointment setting and other duties to ensure that each client receives the utmost in friendly, efficient service.

A life-long Polk County, Florida resident, Tisa has two children.

Services

WEALTH PRESERVATION

WEALTH PRESERVATION

It’s not just about how much money you make, it’s about how much money you keep. We believe in a very conservative approach to a portion of your portfolio—equivalent to the amount that meets your specific needs in retirement. Let’s talk.

INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

Depending on your time horizon, risk tolerance, and retirement objectives, we can develop an investment plan custom-tailored for you. Through our digital interface, you can monitor your investments along with our experienced investment management team.

RETIREMENT PLANNING

RETIREMENT PLANNING

A retirement plan covers the spectrum from Social Security maximization, income strategies, investment planning, retirement account yearly draw-down planning, tax planning, insurance planning, legacy planning and much more.

Lifetime Income

Lifetime Income

People are living longer, and as a result, your retirement nest egg has to last longer. We have uncovered specific financial strategies to generate monthly retirement income which is designed to last no matter how long you live.

IRA STRATEGIES

IRA STRATEGIES

Traditional IRAs and 401(k)s can bring a surprise later. Starting at age 70-1/2, you are required by law to start withdrawing a percentage—and paying taxes—on each account you own. RMDs can put you in a higher tax bracket than you expected, let’s plan ahead.

TAX-ADVANTAGED RETIREMENT

TAX-ADVANTAGED RETIREMENT

As a retiree, you pay income taxes on Social Security as well as the money you withdraw from your retirement accounts based on your tax bracket. We will help create a retirement plan to maximize your retirement dollars and minimize your income taxes.

Hidden Levers

What is a portfolio stress test?

Stress testing is about assessing the potential impact of economic scenarios (e.g. oil crash, inflation, etc.) on your portfolio and other investments.

In a portfolio stress test, we construct “what-if” scenarios based on real life macro-economic uncertainties, and measure their potential impact on your portfolio.

Portfolio stress testing is not about predicting the future, but about identifying and adjusting for downside risks.

Portfolio Stress Testing

Riskalyze

 

Riskalyze uses a patented Risk Number® technology to objectively calculate an investor’s true risk tolerance.

Using your personal risk tolerance number allows us to fine tune your risk to align with your unique situation and lifestyle.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results.

 

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You’ve earned it-We help you Protect it

LET US HELP BUILD YOUR RETIREMENT PLAN

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