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Our Process

Our Process

No two people are the same, and our advisors know this well. Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind: your ideal future. 

With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.

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Our Philosophy

Our Philosophy

Saving and investing for the future is complex and does not happen overnight. It requires a long-term approach that considers many factors, including your current financial picture, how much time you have to reach your goals, and how much risk you are comfortable taking, among other things. Our mission is to assemble a strategy to align with your specific goals.  But that’s just the beginning…

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Your Goals are the Key to Potential Growth

The best futures are pursued through naturally diverse investments. Like the strongest of trees, the seeds you plant today will strive to provide a lush canopy of comfort, shelter, and shade for tomorrow.

Organic growth underlies all we do at Dawes Wealth Management. Together, we’ll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach strives to help your retirement weather the harshest of storms.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies strive to help you through even the deepest of pitfalls.
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  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
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  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll seek to secure your legacy for generations to come.
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  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.
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Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>Estimating Your Estate Taxes</p>

Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?
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<p>Revising Estate Strategy Assumptions</p>

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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<p>Pay Yourself First</p>

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.
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Have a question? We're ready to help.

Thank you!