Our Approach
A Fidiciuary Wealth Management Practice
Dodds Wealth is a privately owned fiduciary financial advisory firm dedicated to delivering exceptional personalized service to a select group of clients. As fiduciaries, we are bound ethically to act in our client’s best interests. We work solely for our clients, always striving to adhere to the fiduciary standard in everything we do.
Managing your finances and making big decisions for your future is both challenging and daunting, especially without a plan to guide you. Fortunately, you don’t have to do it alone. When you work with Dodds Wealth you get a personalized roadmap for your future built by an entire team of dedicated professionals. With your personalized roadmap, the uncertainty and anxiety that comes with taking a wrong turn can be reduced.
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.
We choose highly-diversified investments that aim to reduce company and sector-specific risk while seeking maximization of financial returns.
We select low cost mutual funds, ETFs, and fund managers to reduce the amount of fees that you pay.
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.
At Dodds Wealth, you will be working with a team, not just an individual. You benefit from multiple perspectives, unprecedented access, and a team-wide understanding of your hopes, needs, and dreams. And since an investment strategy is rarely one-size fits all, we tailor our process and your plan specifically for you, ensuring the personalized experience you deserve.
At Dodds Wealth, 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:
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.
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.
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.
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.
