Our investment services are designed to reduce the anxiety that often comes with managing finances and making decisions that will impact your future by providing you with a roadmap. This roadmap, created by a team of dedicated professionals with the fiduciary duty to act in your best interest, includes provisions for the following:

Long term investing

Our experience has shown us that passive, long-term investments generally outperform active wealth management strategies that often involve chasing stocks through market fluctuations. If you invest in the long-term rather than yesterday’s returns, your investments should only need to be rebalanced once or twice a year.

Diversified portfolio

A diversified portfolio builds a cushion against business specific risks. At Dodds Wealth, we believe that diversification reduces risk and improves long term investment returns.¹

Reduced fees

Transaction fees can reduce your returns. We work with partners to reduce transaction fees and minimize fund expenses by selecting low-cost mutual funds and ETFs.

Tax aware

We are careful to identify opportunities to lower your taxable income and capital gains through trade execution. We also focus on funds that minimize trading in order to avoid creating capital gains that would subject you to a higher tax burden.

The Benefits of an Experienced Wealth Advisor

Having a private wealth advisor who has experience with investment management provides a number of benefits that can protect your financial future. Investment decisions are often driven by emotion — particularly negative emotions, such as anxiety. Entrusting those decisions to a full-time, professional financial advisor can reduce that anxiety by providing you with the knowledge and guidance you need to make informed decisions about your investments. A private wealth advisor invested in your future provides your investment strategy with attainable goals and up-to-date research on markets, industries, laws, and taxation.

How to Become a Client

We look forward to our first meeting with you, which we’ll use to get to know you and learn about what expectations you have. This is also a great way for you to learn more about Dodds Wealth, our approach, and our strategy. Once it has been determined that our team’s philosophy is a good fit for your goals, you will become our client and we will schedule our second meeting.

We will begin evaluating your existing investments and work with you to create a personalized financial plan that addresses your financial goals. Over the next 2-6 weeks, we will transfer any existing investment accounts that you would like us to manage for you. Our team at Dodds Wealth will be available to provide guidance and assistance throughout the transfer process and as we maintain an ongoing relationship with you. We will provide performance statements regularly, taking the time to show you our results, answering your questions, and providing recommendations for future strategies.

Contact our Investment Management Firm in Denver

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¹ There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.