As an independent investment advisor, Dawes Wealth Management has a fiduciary duty to all clients. It is our responsibility to act solely in the best interest of each of our clients at all times.
Dawes Wealth Management offers no proprietary products, investment banking, private equity, that can get in the way of providing independent and objective investment advice.
We partner with LPL Financial, the largest independent broker/dealer in the U.S.*, for custodial services and Independent Advisor Alliance for compliance, governance, and oversight.
As independent advisors we have access to thousands of mutual funds, exchange traded funds (ETFs), separately managed accounts, equities, fixed income, annuities, and alternative investments.
Collin Dawes holds various professional designations, degrees, and licenses in the financial planning field including:
Nicole Dawes also holds various professional designations, degrees, and licenses in the financial planning field including:
Dawes Wealth Management believes it is important to take a holistic approach to financial planning. 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.
Dawes Wealth Management provides exceptional client service. Each client works directly with Collin Dawes when developing their personal financial plan and making important financial decisions. We are committed to our client’s needs and answering their important questions within 24 hours.
*As reproted by Financial Planning magazine, June 1996-2019, based on total revenue.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Committed to upholding the highest standards for integrity, transparency, and accountability.