The Art of Wealth Management

Our Approach to Financial Management

What distinguishes Dodds Wealth Management Group from other financial advisory firms?

Dodds Wealth 360 Fast PlanWhile there are many factors, our team approach is one of the most important. Many wealth management firms simply assign your account to a single advisor. We draw upon the combined experience and wisdom of our team to handle the complexities of your financial situation. Doing so allows you to tap into a powerful resource that’s greater than one advisor can provide, and gives you a more confident member experience. A team allows continuity of service and ongoing management of your plan.

Although the financial advisors of Dodds Wealth Management Group ranks in the top 1% of more than 14, 185 advisors**, (based on firm fee/commission revenue production as of September 30, 2016), affiliated with LPL Financial, we have a high staff-to-member ratio. That’s because we limit the number of new members we accept each year.

You’re important to us – and it’ll show the moment you step into our office.

Our team knows each of our member’s names and can recognize their voices when they call. Our firm was built upon delivering comprehensive, quality advice with an emphasis on personal attention – and we intend to keep it that way.

Learn about our wealth management strategies and more about what makes us personalized by visiting:

Investment Philosophy
Dodds Wealth 360 Process
Caribbean Strategy

** based on firm fee/commission revenue production as of September 30, 2016

THE IMPORTANCE OF A WRITTEN PLAN

  • Do you have a written financial plan?
  • Does it list your goals, objectives, and milestones?
  • Do you update its progress?
  • Do you have confidence in your plan?

Numerous research studies show that having a written plan enhances your chances of success. We provide our members with a written plan that clearly outlines their financial roadmap, because we’ve seen how invaluable a written plan can be to wealth creation and preservation.