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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

About Discovery Point Wealth Advisors

We have helped clients navigate challenges including the tech bubble, the great recession, COVID, and everything in between. These experiences have taught us what can work and how to help keep clients focused on their financial goals. Our services include financial planning, tax, investment and business planning strategies. We provide holistic advice and personal and proactive communication to help clients simplify their finances so they can feel more confident about achieving their goals.


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Honored to be recognized by Forbes

The Dvorak, Bives & Associates team would like to congratulate Richard Brent Dvorak on being named to the 2022 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients achieve their long-term financial goals – and we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.