Dodds Wealth - Denver Branch
Hours of Operation
Monday - Friday: 8:00 AM - 5:00 PM MT
Saturday - Sunday: Closed
dodds Financial Advisors & Planners in Denver
Since 1991, Dodds Wealth has assisted local clients with pursing their financial goals by providing wealth management services in Denver. As a fiduciary wealth management firm, we always strive to have our client's best interests in mind. With two generations of wealth managers and over 100 years of combined experience across our team, we have worked towards earning the trust of hundreds of clients throughout the years by managing their financial portfolios with both insight and focus. In 2018 and 2019, Andrew Dodds was ranked in the Top 15 on Forbes’ Best-In-State Wealth Advisors list for Colorado and has also been named as a Top Financial Advisor by Barron’s .
Our team offers clients a comprehensive suite of financial services with low fee investments. These services include:
Financial Planning - We create personalized plans that provide answers to important life questions such as, “When is the right time is to start saving for my retirement?” or “How can I live my best life now and still provide for my future needs?” Our financial planners will help you craft a dynamic strategy that has the flexibility to adapt to changes in your circumstances while remaining viable.
Investment Management - Our investment philosophy focuses on the long-term; we believe our clients should reap the benefits of investing for the future rather than chase the latest market trends.
Tax Strategies - We’ll work closely with your CPA to get the most out of your tax-advantaged savings, enhance your gifting strategies, and implement a tax-efficient investing plan.
Estate Planning - The majority of Americans don’t have an estate plan and believe that drafting one is a complicated process. Our team simplifies the estate planning process and helps our clients put a plan in place that gives them confidence that their assets will be handled according to their wishes.
Insurance Review - Your insurance coverage is an important part of your financial strategy. We can review your insurance policies annually and provide an objective view of your coverage to ensure that you have policies in place suited to fit your needs, year after year.
Cash Flow Management & Analysis - We provide a cash management system with a tiered risk strategy to help ensure our clients are prepared for life’s unpredictable moments.
Ready to Become a Client?
Our Denver financial advisors take the time to get to know you and understand what you expect from us as your fiduciary financial planner. We will answer any questions you have about our services, processes, and philosophy. If both parties decide it’s a good fit, we’ll move forward with tailoring a personalized financial plan designed to help you reach your financial goals. Once a plan is in place, we’ll walk through the transfer process together and handle the transfer of any accounts you want us to begin managing. Our team will be readily available to answer your questions as we establish and maintain an ongoing relationship with you. We will regularly measure and keep you apprised of all results, offer recommendations we believe will benefit your overall financial picture, and provide you with quarterly statements and an annual review.
If you are looking for a professional estate, investment, or financial planner in Denver, Dodds Wealth Management Group team members are available to help create a customized financial plan for you and assist you in strategically investing in your best future. Contact us today to learn more about our suite of financial planning services and how we can help you can gain confidence about your financial future.
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 Barron’s Top Financial Advisor is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.