Every client is different, and as your investor, we are committed to making sure you achieve your wealth management goals. Our individual wealth management services involve identifying and assessing the assets for our high-net-worth (HNW) clients, allowing you to create a unique investment portfolio designed to address your long-term financial plan. As one of the most trusted private wealth management firms in the region, we can make sure you and your family are financially protected in the years to come.
Rollovers
Rolling over your funds from your old employer-sponsored plan into an IRA allows you to preserve the tax-deferred status of your assets without paying current taxes or withdrawal penalties. We’ll take a close look at your assets to determine how engaging in a rollover to an IRA can benefit you.
Personal Investment Funds
As your investments grow, so do your risks. Dowd will help you create a financial plan, uniquely tailored to you, which will illustrate where you are today and how you can get to where you want to be in the future. Our goal is to provide returns that match your financial goals, values and risk tolerance.
HNW Risk Services & Estate Planning
Offset your risk, protect your assets and guarantee wealth preservation: those are the goals of our HNW Risk Services. Working in tandem with the leading insurance companies, we offer custom HNW insurance including top coverage for life, long-term care and disability.
Special Needs Family Planning
We understand the importance of financial preparedness for families with a special needs relative. Special needs family planning is a lifelong journey; our experts can offer you compassionate and complete care to ensure your loved one is taken care of in any potential situation.
Discover why Dowd is one of the most trusted and respected wealth management companies in the region—contact us now to learn more about our services.