I strongly believe in the value of using the services of a professional.
Whether this involves my own health, my estate planning or having my car serviced - I humbly admit that I do not know very much when it comes to the specifics of these professions and how they function. Having said that, I believe it is imperative to ask questions and to understand how these processes work. Only then can I hand my trust over to these professionals. This core belief is how I treat my clientele. Nick Dodds Wealth management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals.
My value proposition is to provide advice on a proactive basis. As an owner of a business, a working professional, a retiree or someone who just does not have the luxury of time to manage their own investments, you value the services of an individual who is thinking and monitoring your investments.
Information about investments is abundant and has become a commodity. My challenge is to combine all of the opinions and comments and provide recommendations that appeal to your sense of analysis. Having an understanding of your risk tolerance is also critical for investors who are extremely busy.
Whether you're looking for personal wealth management for yourself, your family or your business, we have the expertise to help you achieve your goals.
Find out more about how our innovative investment, financial, tax, insurance, and Will and estate planning can help you enjoy your success today as you build and preserve your wealth.
Or, contact us today to arrange a complimentary consultation our team of experienced wealth management professionals will be happy to discuss your unique needs.