The Wealth Management Service includes comprehensive financial planning and investment advisory services for the firm’s high net worth clients.
Jim has helped hundreds of clients through the financial planning process of clarifying and prioritizing their goals, organizing their financial lives, analyzing their current situation and financial alternatives, creating and implementing a realistic plan for achieving their objectives, and establishing a systematic schedule for reviewing and revising their plans.
Services may include planning, organizing, coordinating, and/or managing client affairs in the following areas:
Core Service Areas
Managing Cash Flow & Debt Risk Management (Insurance) Investment Management Tax Planning Executive Compensation Planning for the Closely Held Business Retirement Planning & Distribution Asset Protection Estate & Charitable Planning Family Wealth Transfer
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.