Wealth for Generations

Leaving a strong legacy takes strategic investment planning and management and consideration of both current and future investment results and uses of wealth.

Saving for lifetime needs can often times be difficult, but building and preserving wealth for generations to come can be even more challenging because of the longer time horizon and the associated uncertainties.  As advisors who embrace broad diversification and an evidenced-based investment strategy that is rooted in decades of empirical data, we believe Dean Dorton Wealth Management is well-equipped to help long-term investors achieve their goals.

We Are Helping People Improve Their Financial Health

Whether you are looking for assistance with managing trust assets, endowment funds, or private foundation monies, we at Dean Dorton Wealth Management stand ready to guide you through the complex planning and analysis that often accompany the wealth building and preservation processes. We first seek to listen and understand your investment objectives, core values, and tolerance for risk, and we then work closely with you to develop a customized investment plan that gives your entity the best opportunity for long-term success. As a member of Buckingham Strategic Partners, our access to low cost institutional funds benefits you by holding costs down. The diversification these funds offer spread risk to help increase the likelihood of achieving market returns over the long-term.

We will monitor investment performance and periodically measure progress toward your goals. We will re-balance your portfolio and make other adjustments as dictated by investment results and any changes in your organizational objectives.

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Individuals and Families

Our individual clients can fit multiple profiles, from those actively planning for retirement, to small business owners who are building wealth to individuals who have built wealth and want that to grow/be maintained.

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Qualified Retirement Plans

Dean Dorton Wealth Management offers full service retirement plan services.

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