Dodds Wealth Management was launched on November 1st 2014 by Brett Dodds, a veteran financial advisor. Brett sought the freedom that comes with being a truly independent wealth management business, with no conflicts of interest that arise from proprietary broker/dealer products, and Commonwealth Financial Network provided the platform to do so.
We are fiduciaries for our clients. This means that we put our clients interests first in every case. If you are familiar with the investment advice world, you'll know that this is a hot-button issue right now with the Department of Labor fiduciary rule for retirement accounts. The majority of financial advisors are not fiduciaries for their clients, but are instead bound by a suitability requirement - i.e. does this product simply fit the need even if it's not necessarily the best option. We operate as fiduciaries for all of our business, on a voluntary basis - because it is the right thing to do.
We are long-term focused. With investments, retirement saving, charitable giving strategies, and most other parts of your financial life, the timeframe is often years if not decades. You will likely encounter many challenges along the way. Our goal is to help you become prepared to navigate through these situations, by having a robust plan in place, and offering experience based advice to help you move forward. We have seen over and over that small decisions now have large consequences down the road. We'll help you make the right ones.
If you are looking for someone to simply invest your money, we are probably not the right place for you. We are also not the cheapest wealth management provider - for that you'll likely want to look at on-line providers. We are relationship oriented. We take time to get to know you on a personal level. We develop solutions that fit your circumstances. We get to know your other financial professionals, and coordinate with them. We understand that the real goal is to help you live a rich life.