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 investment plans that are as unique as the clients they serve.

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Our Services

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

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LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth.

*As reported in Financial Planning Magazine, June 1996-2018, based on total revenue

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Our Team

Dawes Wealth Management is a full service investment advisory consulting firm based in beautiful Grand Rapids, Michigan. Our primary focus is to assist clients in pursuing 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.

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