With You...as your needs evolve and change

Customized plans – as unique as the clients they are built for

Dobbs Wealth Management Group works with clients who require comprehensive wealth management services and help them plan for financial events throughout their lives.

Individuals & Families: Plan For Life Events


Balancing all the demands on your time and attention can be a challenge. With many important financial goals on the horizon we provide the discipline and the planning to help manage your wealth to meet your needs now and to the future. We provide trusted advice and guidance for many questions that come up, including:

  • How can I control my budget as my commitments increase?

  • How do I adjust my overall investment strategy?

  • What insurance coverages do I need to protect my family and my assets?

  • What are my options for caring for my elderly parents?

  • How do I save for my children’s educational expenses?


Individuals & Families: Near Retirement

You have worked hard to accumulate the assets you’ll use for retirement. As you approach retirement it is important to adjust your planning strategies to help protect your assets. We work with our clients to help them address many important questions as they approach retirement.

  • As I approach retirement, how should I adjust my investment strategy and plan?

  • How can I boost my retirement savings?

  • Can I retire early?

  • What Social Security benefits option is best for me?

  • What are my options for downsizing my home?

  • How are my insurance needs changing?

  • How have my estate plan & charitable gifting plans changed?

  • Now that I’m not obligated to work, what opportunities and passions should I pursue?

 

Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.

Individuals & Families: Living In Retirement


We continue the investment planning process throughout retirement to help protect, preserve and managing your assets to create the income you need to enjoy retirement. We continue to work with our clients to address questions, including.

  • How do I establish my budget now that I have stopped working?

  • How often should I review and adjust my investment/income plan?

  • Are there ways to boost my retirement income?

  • What investments are available to help minimize my taxes?

  • What are my insurance needs in retirement?

  • How have my estate plan and charitable gifting plans changed?


 

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
 

Divorce can have a profound impact on your financial health. As a newly single client, you may need a guide to help you manage financial decision making. As experienced professionals who have faced similar challenges to what you’re facing, we know that every element of your divorce has an impact. 

From the lifestyle choices you make, to your ability to save for the future, Dobbs Wealth Management Group helps you gain clarity about your financial situation and put a plan in place so you can move ahead with confidence about the future. 



5 Steps to Take After a Late-Life Split - Read More

Divorce is uncomfortable to discuss. However, not talking about its financial implications can create far greater discomfort.



Before the divorce, we will help you:

  • Organize and assess your financial assets and liabilities
  • Analyze your individual and marital spending patterns
  • Prioritize financial goals and priorities
  • Review your financial statements and tax returns
  • Project anticipated financial needs 

 

During the divorce, we will be there to help you:

  • Adjust retirement savings strategies
  • Project anticipated future Social Security, retirement, pension benefits
  • Coordinate information with your attorney

 

After the divorce, we will provide guidance around:

  • Long-term investment planning
  • Day-to-day budgeting and cash flow needs
  • Estate and tax planning strategies

As a Certified Divorce Financial Analyst®, CDFA®, I help you understand the financial effects of divorce settlement decisions. During this complex time, I can assist in financial decision-making and provide clarity on the critical financial issues that may arise.

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. 

Critical Financial Events

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