We get to know our clients first, then create tailored strategies to help them pursue their unique goals. We have the experience, resources and expertise to guide clients through each stage their savings journey. We offer a full spectrum of planning and investing services to help clients prepare for every aspect of their financial life.
At Dawes Wealth Management, we always consider what is best for our clients before anything else. With decades of experience, we're excited to help you prepare for every eventuality, no matter what. Saving and investing for the future is complex and does not happen overnight.
At Dawes Wealth Management, we always consider what is best for our clients before anything else. With decades of experience, we're excited to help you prepare for every eventuality, no matter what. Saving and investing for the future is complex and does not happen overnight.
Services
Dawes Wealth Management is a full-service investment advisory consulting firm based in beautiful Grand Rapids, Michigan. Our primary focus is to assist clients in pursuing their personal and financial goals. We take time to understand what's important to our clients and create value by providing them a wide array of comprehensive financial planning services.
Committed to upholding the highest standards for integrity, transparency, and accountability. Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
We strive to learn about your unique situation, and truly understand your personal needs, wants, and long-term goals. We then develop, implement, and monitor a tailored personal financial plan to pursue your specific investment, retirement, and philanthropic goals. Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy.
At Dawes Wealth Management, we take a comprehensive look at your current financial condition before developing your personal financial plan. We evaluate your current assets, investment goals, financial needs, risk tolerance, and time horizon. This allows us to create a customized investment portfolio that coordinates with your personal financial plan.
We embrace a time-tested process for developing and managing investment plans that are as unique as the clients they serve. We truly believe that each investor's situation is unique - that, for example, a young family faces financial decisions that are significantly different than those of a retired couple.
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