Dodds Wealth in Colorado Springs
Hours of Operation
Monday - Friday: 8:00 AM - 5:00 PM MT
Saturday - Sunday: Closed
dodds Financial Advisors & Planners in COLORADO SPRINGS
After receiving his degree in Economics from Stanford University, Andrew Dodds launched Dodds Wealth Management Group in 1991. What has emerged over the 28 years since, is a well-regarded team of ten financial professionals with more than 100 years of combined experience between them and a commitment to helping clients find financial confidence. Dodds Wealth Management Firm in Colorado Springs offers knowledge and experience to help its clientele with personalized management of financial portfolios, low fee investments, investment diversification, and tax awareness. In 2018 and 2019, Andrew Dodds was ranked in the Top 15 on Forbes’ Best-In-State Wealth Advisors list¹ for Colorado and was recently named to the Executive Council of LPL Financial-affiliated advisors for being a top 100 advisor out of roughly 15,000 advisors nationwide.
Dodds Wealth is pleased to offer several personalized financial services, including:
Financial Planning - What is important to you regarding your financial future? Dodds Wealth’s financial advisors can help you to develop a wealth management strategy that keeps your priorities at the forefront.
Investment Management - The Dodds investment management philosophy is straight forward: long-term investing with an emphasis on diversification, reducing fees, and awareness of the tax implications.
Cash Flow Management & Analysis - Are you ready for unexpected life circumstances? Do you have the cash you need readily available in case of an emergency? Let us help you create a three-tiered risk strategy so you can be better prepared.
Estate Planning - The majority of American adults don't have an estate plan. Not having one presents very serious concerns, such as a lack of asset protection and protection for your beneficiaries, as well as a risk of probate and high estate taxes. Let us help simplify the estate planning process.
Insurance Review - Your insurance should be reviewed annually to ensure that your life, home, and long-term care coverage is where you need it to be. Let us provide an objective view of your insurance policies.
Tax Strategies² - We can work with your CPA in order to maximize your tax-advantaged savings, optimize your gifting strategies, and implement strategies for your investments that are tax efficient.
Ready to Become a Client?
Follow these easy steps to get started.
Schedule your first meeting. This meeting will be an opportunity for us to get to know you and what you expect from a fiduciary financial advisor in Colorado Springs as well as learn more about us and our approach.
Develop a financial plan. Our second meeting will be about evaluating your existing investments, estate plan, and insurance plan and developing a personalized strategy to help you pursue your financial goals.
The transfer process. It will take us about 2-6 weeks to transfer any investments that you would like us to manage for you. We can assist, no matter where your investments are located.
The ongoing relationship. We become partners in your wealth management, available to answer your questions, measure your results, and provide quarterly performance statements and annual reviews as your financial confidence grows.
If you are looking for a professional estate, investment, or financial planner in Colorado Springs, Dodds Wealth Management Group is available to help create a customized financial plan to assist you in strategically investing in your best future. Contact us today for more information about our suite of financial planning services and how we can help you work toward your financial goals.
Contact Our Financial Advisors
1 The 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.
2 We suggest that you discuss your specific tax and estate planning guidance with a qualified tax or legal advisor.