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.

Our capabilities are designed to address your full range of needs.

To help craft a strategy that addresses all of your needs, Dawes Wealth Management can draw from an array of resources including:

  • Investment and wealth management
  • Research and analysis*
  • Tax strategies
  • Trust services**
  • Asset management
  • Charitable giving/gifting strategies
  • Education planning
  • * Services offered through LPL Financial ** LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

  • Comprehensive asset management accounts
  • Mutual funds
  • Exchange traded funds
  • Equities (stocks)
  • Fixed income (bonds)
  • Variable, indexed, and fixed annuities
  • Insurance
  • Alternative investments
  • Cash and cash alternatives