Dodds Wealth Management Group is a privately owned financial advisory firm dedicated to delivering exceptional personalized service to a select group of members using a team-based approach.
Due to our status as a boutique wealth management firm, you’ll enjoy a high staff-to-member ratio. Plus, one of the benefits of being independent gives you access to an unlimited amount of research and resources.
Our members rely on our comprehensive financial management strategies to help manage their wealth with objective advice. We seek to simplify our members lives and help them build confidence in their future. As a primarily fee-based financial advisory firm, we’re solely concerned about your best interests.
We work on a referral basis and in unison with attorneys, accountants, and tax professionals to better serve the complex needs of high net-worth individuals.
As of 2016, the financial advisors of Dodds Wealth Management Group ranked in the top 1% of more than 14,185 advisors*, (based on LPL Financial firm fee/commission revenue production as of September 30, 2016), affiliated with LPL Financial, the nation’s largest independent broker dealer **. And we’ve been named as one of the premier financial advisory firms in Colorado by a non-profit organization dedicated to identifying top advisory practitioners. *** We are one of four firms in Colorado and the only independent advisory firm named in the 2016 Top 400.
We understand that financial needs, goals, and concerns come in all types – such as growing and preserving your wealth, your estate, and making your money last comfortably through retirement.
Dodds Wealth Management Group is a wealth management firm located in the Denver Colorado area, but we hold licenses for many other states. Request a consultation today about your financial management needs.
* Based on firm fee/commission revenue production as of September 30, 2016
** As reported in Financial Planning Magazine, June 1996-2016, based on total revenues.
*** The NABCAP award is based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure and philosophy among other factors. Awarded in 2011, 2012 and 2013
Check the background of this firm on FINRA’s BrokerCheck.