Dobbs Wealth Management Group, LLC is an independent fee-only investment management and financial planning practice.
Dobbs Wealth's primary objective is to protect and grow client investments.
Most Dobbs Wealth private clients are physicians, executives, business owners, sports and entertainment professionals, and/or retirees.
All client money is held through third-party institutional custodian Charles Schwab & Co.
Under no circumstance does Dobbs Wealth maintain custody of any client funds or assets.
Dobbs Wealth does not represent any other financial company nor does it sell any financial products.
Dobbs Wealth operates as a fee-only financial advisory firm in order to avoid the conflicts of interest that may arise under a commission based compensation structure.
Dobbs Wealth embraces its fiduciary relationship to its clients and recognizes this as its primary professional responsibility.
Dobbs Wealth Management Group, LLC ("Dobbs Wealth") is a Registered Investment Advisor. Dobbs Wealth may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Dobbs Wealth's website is limited to the dissemination of general information pertaining to its investment advisory services.
Please contact Dobbs Wealth at (720) 224-1530 to find out if Dobbs Wealth may conduct advisory business in the state or country where you reside. Accordingly, Dobbs Wealth does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Dobbs Wealth representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.