About DWM
Mathew Duvall, Owner & CEO
Nice to Meet You
My name is Mathew Duvall, I’m a Registered Investment Advisor with a passion for empowering others to achieve financial freedom. My mission is to help my clients align their resources with their values; to achieve today’s goals while building a brighter future for the people and purposes that matter most. I’d like to share my story with you, the “why” that drives my work, and by the end I hope I’ll have the pleasure of meeting you as well.
About DWM
Empowering others to take control of their finances was a part of my life long before I made it my profession. I haven’t always been a financial advisor. In fact, for the past 20 years I have enjoyed a fulfilling career as a teacher and professor at both the high school and undergraduate level.
However, I have always held financial stewardship as both a value and a personal interest. This naturally led to conversations with friends, family and acquaintances about tools and tactics for financial growth and security. As my input translated into results, I noticed these conversations become more frequent and abundant.
Many who confided in me revealed they were making significant financial decisions with almost no previous guidance - retirement, investing, debt, even insurance - things that can impact the rest of your life in a big way. Others were well-established, building wealth steadily but wanting optimized strategies for returns.
Regardless of the financial landscape, I realized that I wanted to partner with them to improve their lives and achieve their dreams the right way, with a clear process and fiduciary mindset.
Invest with Confidence
Whatever your stage of life or situation, together we will optimize a strategy to achieve the best outcome for you and your family; a plan aligned with your goals, comfort level, and vision for a building legacy.
With DWM, you’re always in the know. Review your accounts in the Client Portal, schedule a meeting online, or let’s meet for coffee if you’re local to Fontana, CA. I’m flexible to meet with my clients based on their availability, which is often after their 9-5 or on the weekends. More importantly, I come open and ready to meet clients where they are.
Additional Background: Teaching What I Preach
I received my Masters in Education and Bachelors of Mathematics from Azusa Pacific University and have been enjoying a career as a high school math teacher for the past 15 years. In 2025, I was appointed the Treasurer and Benefits Advisor for my school district.
In 2019, I designed a Personal Finance course for my high school and in 2021, after two years of petitioning and presenting the course to both my principal and the district, I successfully launched the course.
It has since become one of the school’s most popular classes, equipping students to make sound, practical financial decisions. I’m proud of the program’s impact and the positive feedback year over year from administrators, students, and parents—many of whom reach out each year to share how the course has benefited their families.
About Me
I live in Southern California with my wife of 10 years, Laura and our two standard poodles, Joey & Chandler. In my free time, I enjoy cooking, strategy games, travel, sports, playing golf and spending time with family & friends.
About DWM
Mathew Duvall, Owner & CEO
Nice to Meet You
My name is Mathew Duvall, I’m a Registered Investment Advisor with a passion for empowering others to achieve financial freedom. My mission is to help my clients align their resources with their values; to achieve today’s goals while building a brighter future for the people and purposes that matter most. I’d like to share my story with you, the “why” that drives my work, and by the end I hope I’ll have the pleasure of meeting you as well.
About DWM
Empowering others to take control of their finances was a part of my life long before I made it my profession. I haven’t always been a financial advisor. In fact, for the past 20 years I have enjoyed a fulfilling career as a teacher and professor at both the high school and undergraduate level.
However, I have always held financial stewardship as both a value and a personal interest. This naturally led to conversations with friends, family and acquaintances about tools and tactics for financial growth and security. As my input translated into results, I noticed these conversations become more frequent and abundant.
Many who confided in me revealed they were making significant financial decisions with almost no previous guidance - retirement, investing, debt, even insurance - things that can impact the rest of your life in a big way. Others were well-established, building wealth steadily but wanting optimized strategies for returns.
Regardless of the financial landscape, I realized that I wanted to partner with them to improve their lives and achieve their dreams the right way, with a clear process and fiduciary mindset.
Invest with Confidence
Whatever your stage of life or situation, together we will optimize a strategy to achieve the best outcome for you and your family; a plan aligned with your goals, comfort level, and vision for a building legacy.
With DWM, you’re always in the know. Review your accounts in the Client Portal, schedule a meeting online, or let’s meet for coffee if you’re local to Fontana, CA. I’m flexible to meet with my clients based on their availability, which is often after their 9-5 or on the weekends. More importantly, I come open and ready to meet clients where they are.
Additional Background: Teaching What I Preach
I received my Masters in Education and Bachelors of Mathematics from Azusa Pacific University and have been enjoying a career as a high school math teacher for the past 15 years. In 2025, I was appointed the Treasurer and Benefits Advisor for my school district.
In 2019, I designed a Personal Finance course for my high school and in 2021, after two years of petitioning and presenting the course to both my principal and the district, I successfully launched the course.
It has since become one of the school’s most popular classes, equipping students to make sound, practical financial decisions. I’m proud of the program’s impact and the positive feedback year over year from administrators, students, and parents—many of whom reach out each year to share how the course has benefited their families.
About Me
I live in Southern California with my wife of 10 years, Laura and our two standard poodles, Joey & Chandler. In my free time, I enjoy cooking, strategy games, travel, sports, playing golf and spending time with family & friends.