At Dorsey Wealth Management, we understand the unique financial planning needs of women who want to take control of their wealth. As a female-owned firm, our mission is to empower women on their financial journeys, providing personalized attention and unbiased advice to help them achieve financial independence and stability. We believe in simplifying the often complex world of finance, speaking to our clients in plain language, eliminating unnecessary financial jargon, and providing a comprehensive financial planning approach that integrates all facets of their financial life.
Our Unwavering Commitment
Our commitment to empowering women sets us apart. We understand the unique financial challenges faced by women, including living longer than men, fewer years of earned income, potentially lower retirement benefits than men, and the escalating costs of healthcare. Our primary focus is serving women and couples who are approaching retirement and are dedicated savers seeking a trusted financial advisor. As fiduciaries, your best interests are our top priority, and our fee-only model ensures that we do not earn commissions on recommended investments.
Our Services
Dorsey Wealth Management is a fiduciary, fee-only financial planning firm located in Torrance, California, serving clients throughout California and the United States. Our suite of services helps pave your way to financial stability and a comfortable future. From investment management to personalized retirement income planning and implementation, we help you navigate the complexities of wealth management. Our Social Security and Medicare strategies assist you in making informed decisions about your healthcare and retirement income, while our estate preparation and legacy planning services give you the confidence that your loved ones will be well cared for.
Overall Experience with Financial Advisor Angela Dorsey
Angela Dorsey has received overwhelmingly positive reviews from her clients, with all reviewers giving her a 5-star rating. The reviews highlight her exceptional qualities as a financial advisor, including her patience, thoughtfulness, and ability to explain complex financial concepts in an easy-to-understand manner.
Key Strengths
- Trustworthiness: Clients appreciate Angela's trustworthy nature, which gives them peace of mind and confidence in their financial decisions.
- Expertise: Reviewers praise Angela's knowledge and expertise in financial planning, which has helped them achieve their financial goals.
- Communication Skills: Angela's ability to explain complex financial concepts in a clear and concise manner is highly valued by her clients.
- Personalized Approach: Clients appreciate Angela's personalized approach, which takes into account their unique financial needs and goals.
Client Testimonials
- Angela has helped clients achieve their financial goals, including planning for retirement and exceeding financial expectations.
- Clients appreciate Angela's patience, thoughtfulness, and willingness to answer their questions in a timely manner.
- Angela's organized and step-by-step approach to financial planning has given clients confidence in their financial decisions.
Be the first to review Dorsey Wealth Management.
Write a Review
