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Our Approach

A Fidiciuary Wealth Management Practice

Dodds Wealth Management Group is a privately owned financial advisory firm dedicated to delivering exceptional personalized service to a select group of clients. As a primarily fee-based financial advisory firm, we only act in our client’s best interest.

Investment Philosophy

We believe in a thoughtful, straightforward investment philosophy - long-term investing with an emphasis on diversification, reducing fees and tax awareness. We match your personalized investment strategy to your financial objectives and risk tolerance.

 

Diversification

We choose highly-diversified investments that reduce company and sector-specific risk while seeking to maximize your financial returns. 

Low Fee Investments

We select low cost mutual funds, ETFs, and fund managers to reduce the amount of fees that you pay.

Tax Aware

We incorporate tax-aware investment strategies with tax-efficient trading that seeks to reduce your annual taxable income.

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. Investing in mutual funds and ETFs involves risk. No strategy assures success or protects against loss. 

Fiduciary Advice

As fiduciaries we are bound ethically to act in our client's best interests. At Dodds Wealth, we work solely for our clients, adhering to the fiduciary standard in everything we do.  We continually monitor a client's investments and financial situation and adhere to best practices of conduct for the duration of the relationship.

How to Become a Client

At Dodds Wealth Management Group, we look for clients that are eager to find a caring, confident and competent team to make finances easy, so they have more time and energy to enjoy what they love.

Here’s what you can expect from the start:

Ready to Become a Client?

 

1. The First Meeting +

We use our first meeting to get to know you and understand your expectations for a fiduciary and financial advisor. The meeting is also your chance to learn more about our services and philosophy. If it’s a good fit for both you and our team, you’ll have the opportunity to become a client.

2. The Financial Plan +

In our second meeting, we’ll evaluate your existing investments, estate plan and insurance plan to build a personalized strategy to help you meet your financial goals. If you’ve never established any plans, we’ll start from the beginning and develop a strategy with your goals in mind.

3. The Transfer Process +

Over the course of 2-6 weeks, we’ll transfer any existing investment accounts that you’d like us to manage for you. Our team will provide insight and assistance, no matter where your finances are currently located.

4. The Ongoing Relationship +

Once you’re a client, we’ll be readily available to answer any questions about your finances. We’ll take the time to measure your results, offering timely recommendations, providing quarterly performance statements, and performing an annual review as we help you invest in your future. A full list of our services can be found here.

 
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