The Art of Wealth Management

Case Studies

These stories are hypothetical examples of how Dodds Wealth Management Group could assist clients in various situations. Personal information has been used as a basis for each example, but each has been modified to protect our members’ privacy.

*Please note that the information below is not a client testimonial, but instead is an
example intended for general information only, and is not predictive of your individual
results. Your results will vary. These are illustrative of the types of clients we serve.

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.

This information is not intended to be a substitute for specific individualized tax or legal advice, We suggest you discuss your specific tax or legal issues with a qualified tax advisor or attorney.

Planning for Retirement

Deciding When It’s Wise to Retire

Selling A Business

Circumventing Costly Estate Planning Errors

Handling an Inheritance

The Death of a Spouse

Looking for a More Balanced Life