Your Goal: A Successful Financial Future

Let us help you move confidently through life knowing you have a plan in place to reach your goals.

Dean Dorton Wealth Management’s advisors strive to provide you with effective strategies throughout all stages of wealth: accumulation, preservation, and building your financial legacy. The goal is to help you maximize after-tax cash flows and investment returns to allow you to address your personal, family, and business needs and achieve your other financial objectives.

Our advisors understand the importance of periodically reviewing and modifying your customized wealth strategies to account for changes in your lifestyle, your level of investable assets, the tax code, your employment, and your planned retirement age. By working together, we can help secure your financial future.

We Are Helping People Improve Their Financial Health

Financial Analysis & Risk Assessment

Evaluating your current financial picture (or position), determining your current and future sources of income, and assessing your spending and other cash flow needs, while also analyzing your ability to take risk, your willingness to take risk, and your need to take risk.

Holistic Planning

Developing an investment plan to help you achieve your goals that incorporates comprehensive wealth management ideas and solutions centered around minimizing taxes, protecting assets, and transferring wealth in accordance with your wishes.

Investment Management

Implementing your customized investment plan, monitoring investment performance, and re-balancing your portfolio to help you stay on track.

Bringing You Benefits

Seeking to maximize after-tax returns at the lowest possible level of risk through proper asset allocation, broad diversification, and the use of low-cost and tax-efficient funds.

Sustainability

Communicating with you regularly to report investment performance and progress toward your goals, make needed adjustments to your customized plan, and encourage you to remain disciplined in your pursuit of your goals.

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Trusts, Institutions, and Foundations

Strategic planning for generations of wealth takes skilled expertise and a team that understands your values and your mission.

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Closely Held Businesses

Some businesses maintain an investment portfolio as part of their overall business activities. Dean Dorton Wealth Management can help build an investment strategy to meet your specific needs.

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