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Our Services

Build personalized strategies that are designed to address your objectives.

At Dawes Wealth Management, we take a comprehensive look at your current financial condition before developing your personal financial plan. We evaluate your current assets, investment goals, financial needs, risk tolerance, and time horizon. This allows us to create a customized investment portfolio that coordinates with your personal financial plan.

At Dawes Wealth Management we provide assistance in the following areas:

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Income Planning
  • Tax Planning
  • Estate Planning
  • Trust Services*
  • Insurance Planning
  • Social Security Income Planning
  • College Planning 

*Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Our capabilities are designed to address your full range of needs. 

Why Dawes Wealth Management

Why Dawes Wealth Management

Years of experience have prepared us to guide you through your life transitions.

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Our Mission

Our Mission

One of our primary goals is to develop a long-term, trusting relationship with you.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Have a question? We're ready to help.

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