Our Process

We truly believe that each investor's situation is unique - that, for example, a young family faces financial decisions that are significantly different than those of a retired couple. At Dawes Wealth Management we embrace a time-tested process for developing and managing plans that are as unique as the clients they serve.

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Our Solutions

Dawes Wealth Management has the experience, resources, and expertise to build unique solutions that are designed to meet your objectives, work toward your goals, and suit your tolerance regarding risk.

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LPL Financial

LPL Financial was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today we provide an integrated platform of proprietary technology, brokerage, and investment advisory services

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Our Team

Dawes Wealth Management is a full service investment advisory consulting firm based in downtown Grand Rapids, Michigan. Our primary focus is to assist clients in achieving their goals. We take time to understand what’s important to our clients and create value by providing them a wide array of comprehensive financial planning services and solutions.

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