Dodds Wealth develops and implements financial strategies that build confidence now, and into the future. We focus on the financial questions that are important to you, not just your investments, helping you make smarter decisions about your money and your life.
Dodds Wealth leverages a team-based approach that harnesses our collective knowledge. Our goal is to simplify investing for you, reducing your stress and anxiety around financial decisions. Together, we'll get you where you want to be, helping you manage your finances so that you can enjoy what you love with the confidence that you deserve. That’s the Dodds Difference.
Investments are only one part of your financial picture. Our dynamic plans take into account cash flow management, estate planning, tax strategies, employment benefits, and real estate. At Dodds Wealth, we create unique plans for each client. You are unique – your strategic financial plan should be too. Learn more about the wealth management services we offer in Denver and Colorado Springs.
Dodds Wealth has relationships with clients in over 35 states across the United States.
The Dodds Wealth team includes 12 individuals that share responsibility for our entire client base.
With more than 150 years of combined experience in the industry across our team, we bring an abundance of knowledge, insight, and experience as it relates to personalized financial plans.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Forbes / Read Full Article
Forbes - The 2018-2023 Forbes Best In State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. A more thorough disclosure of the criteria used in making these rankings is attached or is available by clicking on this link.
DBJ - The 2020-2023 Denver Business Journal ranks Colorado based Investment Managers and Financial Planners by total assets managed. Denver Business Journal does not receive a fee in exchange for rankings. A more thorough disclosure of the criteria used in making these rankings is attached or is available by clicking on this link.
Barron’s - The 2019 Barron’s Top 1,200 was awarded to Andrew T. Dodds. Barron’s awards are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Barron’s does not receive a fee in exchange for rankings. A more thorough disclosure of the criteria used in making these rankings is attached or is available by clicking on this link.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.
Are you interested in learning more or getting connected to our team? We’d love to start with a conversation and get to know you better. Click below and we’ll figure out the best way to reach out.
5251 DTC Parkway, Suite 720
Greenwood Village, CO 80111
Phone: 303-539-3900
Email: info@doddswealth.com
1155 Kelly Johnson Blvd, Suite 130
Colorado Springs, CO 80920
Phone: 719-260-9200
Email: info@doddswealth.com
