You want to be in tune with your finances and have confidence in your investment strategies. Above all, you want to know that your goals are on track. At Dogwood, we understand money. But, most importantly, we understand people. We are a relationship-based financial firm, committed to partnering with our clients to better understand their needs, their lives and their goals.
Listening, understanding, connecting - it's what makes us stand out. We can partner with your company or cooperative to establish and manage a retirement plan that works for you and your employees. Our goal is to make sure your financial plan addresses not only your needs, but those of your spouse, children and grandchildren.
Listening, understanding, connecting - it's what makes us stand out. We can partner with your company or cooperative to establish and manage a retirement plan that works for you and your employees. Our goal is to make sure your financial plan addresses not only your needs, but those of your spouse, children and grandchildren.
Services
Our team has more than 60 years of combined experience in financial services and relationship management, so we certainly understand even the most complex investment concepts and the financial jargon that accompanies them. But all the financial guidance in the world wouldn't be any good to you if you couldn't understand it.
Rich began his career in the financial services industry in 1996, Craig in 2001. Rich was working on a specialty niche market and realized it needed the attention of a team to better serve the clients. Rich and Craig formed the Schooley/Houck Group of Morgan Stanley in 2002 and continued to build their brand, servicing retirees and retirement plans in the EMC industry.
There are many parts to your financial life, beyond just managing your investments. Through the full spectrum of financial services we offer, we can help you plan not only for a wide range of needs, but for the long succession of significant events that span your lifetime. Asset allocation is a long-term strategy designed to help investors achieve their financial goals without assuming undue risk.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Dogwood Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.
Craig focuses on a planning based process for our clients. Adding structure and discipline to a plan can be a very freeing for our clients who may at times feel out of control or uneasy regarding a transition. His goal for his clients is to maximize their comfort level and enjoyment, while keeping an eye on the long term - with a plan designed to help preserve their assets.
Reviews
Be the first to review Dogwood Health Advisors.
Write a Review
