Business Details
Your Trusted Partner for Financial Planning & Wealth Management Solutions
Dodds Wealth is a privately owned fiduciary financial advisory firm dedicated to delivering exceptional personalized service to a select group of clients. Our team-based approach harnesses collective knowledge to simplify investing, reduce financial stress, and create unique plans tailored to each client's specific needs. With over 150 years of combined experience across our 13-member team, we focus on long-term investment strategies, tax-efficient planning, and comprehensive estate management while adhering to the highest ethical standards.As fiduciaries, we act solely in our clients' best interests, providing transparent processes and dynamic financial plans that evolve with life's changing circumstances. Our services span cash flow management, insurance review, and ESG investing, serving clients in 35+ states while maintaining a strong local presence in Denver and Colorado Springs.
Services
Financial Planning
Investment Management
Estate Planning
Tax Strategies
Insurance Review
Highlights and features
- 150+ years of combined experience in wealth management
- Fiduciary commitment to act solely in clients' best interests
- Customized financial plans tailored to individual life goals
- Team-based approach with 13 dedicated professionals
- Recognized by Forbes and Barron's for industry excellence
Services
Financial Planning
Our financial planning service creates dynamic, personalized strategies that address your unique life goals and financial circumstances. We integrate cash flow management, retirement planning, and legacy considerations to build comprehensive roadmaps that evolve with your changing needs. By focusing on your specific objectives rather than generic investment benchmarks, we help you make informed decisions about major life questions while maintaining flexibility for future adjustments.
Investment Management
Our investment management approach emphasizes long-term growth through diversified portfolios tailored to your risk tolerance and financial goals. We implement tax-aware strategies using low-cost ETFs and mutual funds while maintaining a disciplined rebalancing schedule. Our fiduciary responsibility ensures all investment decisions prioritize your interests, with regular performance reviews and transparent reporting to track progress toward your objectives.
Estate Planning
Our estate planning service helps protect your legacy through coordinated strategies that minimize tax liabilities and ensure proper asset distribution. We work with your legal advisors to implement wills, trusts, and beneficiary designations while conducting regular reviews to maintain alignment with your wishes. Our team simplifies complex planning requirements and helps implement solutions that protect beneficiaries and reduce administrative burdens for your heirs.
Tax Strategies
Our tax strategy service integrates with your overall financial plan to optimize tax efficiency across investment accounts and transactions. We implement tax-loss harvesting techniques, coordinate with CPAs for comprehensive planning, and structure investments to minimize taxable income. Our approach considers both current tax liabilities and long-term implications of investment decisions while maintaining compliance with evolving tax regulations.
Insurance Review
Our annual insurance review service ensures your coverage aligns with your current financial situation and life circumstances. We evaluate life, disability, long-term care, and property insurance policies to identify gaps or redundancies while providing objective recommendations for improvement. Our fiduciary review considers changing needs from career transitions, family growth, or asset accumulation to maintain appropriate protection levels.
People
Andrew Dodds
Founder & Wealth Advisor
Certified Financial Planner with over 20 years of experience, recognized by Forbes and Barron's for industry excellence. Specializes in creating personalized wealth management strategies that address complex financial planning needs while maintaining fiduciary responsibility.
Michael Dodds
Wealth Advisor
MBA holder and Certified Financial Planner with expertise in investment strategy development and client relationship management. Brings analytical rigor to portfolio construction while maintaining focus on individual client needs and long-term financial objectives.
Deanna Meyer
Client Service Director
Manages client operations with over 15 years of experience in financial services. Coordinates team efforts to ensure seamless implementation of financial plans while maintaining direct client communication and service quality oversight.
Brennan Pate
Wealth Advisor
Certified Financial Planner specializing in tax-efficient investment strategies and retirement planning. Focuses on optimizing after-tax returns through strategic asset allocation and coordinated tax planning initiatives.
Dean Norsworthy
Investment Strategist
Portfolio management specialist with deep expertise in diversified investment solutions. Develops customized asset allocations and monitors market trends to maintain optimal portfolio positioning aligned with client risk profiles.
Questions
What financial services do you offer?
We offer comprehensive financial planning, investment management, estate planning, tax strategies, and insurance review services. Our fiduciary approach creates personalized solutions that address your unique financial goals and life circumstances.
Are you legally required to act in my best interest?
Yes, as fiduciaries we are ethically and legally obligated to prioritize your interests in all financial decisions. Our compensation structure and investment recommendations are transparently aligned with this fiduciary responsibility.
How do you handle investment management?
We implement long-term, diversified investment strategies using low-cost ETFs and mutual funds. Our approach emphasizes tax efficiency, regular rebalancing, and personalized portfolio construction based on your specific risk tolerance and financial objectives.
Do you work with clients outside Colorado?
Yes, we serve clients in over 35 states across the United States. Our virtual capabilities allow us to maintain strong relationships and provide consistent service regardless of geographic location.
How often do you review financial plans?
We conduct comprehensive annual reviews while maintaining ongoing communication. Our dynamic planning approach updates your strategy as life circumstances change, with quarterly performance reports and timely adjustments as needed.
