With You...on your journey to financial freedom

Special Update For Our Clients

Although how and where we work has changed, our dedication and commitment to our clients has only become stronger.

As you can see, we are adapting to our new work environment. We are both rotating our schedules to work from home as well as some days in the office.

We are using technology to stay in touch with our clients, including Zoom calls, emails, conference calls and regular phone calls. For those clients that are comfortable with face-to-face meetings I am meeting them either in their homes or at the office to stay up to date.

We are looking forward to when things get back to normal, but in the meantime, we are committed to delivering the same client experience and make working in this environment as seamless as possibly for our clients.

We look forward to seeing you when we can, and in the meantime, please call or email us if there is anythingwe can do for you. We remain at your service!

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No matter where you are in your life’s journey, it's important to have a plan in place to help accomplish your goals.

With our personalized approach and over 30 years of experience, our team provides comprehensive wealth planning strategies that extend beyond traditional investment management. Our total wealth planning approach helps you gain a 365-degree perspective on your financial life.

Who We Help

Serving a community of successful individuals and families.

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Comprehensive Plans

Providing holistic financial guidance to help you navigate the future.

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Team Approach

Working collaboratively together, we go farther for you.

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Financial Insights


Wells Fargo Investment Institute - 2020 Outlook, A Call for Resilience

2019 was largely characterized by a tug-of-war between substantal geopolitical drags and offsetting global monetary policy easing. Read More


Working with a Financial Advisor with the CFP® Certification

Education. Experience, Ethics.  Juston obtained his CERTIFIED FINANCIAL PLANNERTM certification in 2007. To earn the CFP® designation, Juston had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. As a CFP® Professional, Juston adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

As a CFP®, Juston takes the time to help you address all of your financial concerns so that you can focus on what’s most important in your life.
Nomination

In The Community

Dobbs Wealth Management Group sees community service as a norm. We are an established team serving the wealth management needs of our community. From serving on school boards to participating in charity events, we get the whole family involved to help make true impact in the areas we deeply care about. Learn More