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.

Whether just starting out or preparing for retirement, we can provide you with a plan to meet your lifestyle, financial or retirement needs. Our multi-dimensional team approach ensures you and your family remain at the center of everything we do.

As your financial advocate, we help you begin the planning process by:

Identifying your goals and priorities

Helping you establish spending budgets and savings goals

Selecting the right asset allocation and investments for you

Having check-in meetings to monitor progress towards your goals

Adjusting your strategies as your needs evolve

Maximizing the benefits of your employer-sponsored retirement plan

Challenges and unexpected financial events can occur at any time. You need a resource to provide you and your family with informed financial perspectives and tailored approaches to these critical financial events. As your trusted advisor, I bring a deep understanding of wealth planning and apply appropriate strategies to help you avoid the obstacles and take advantage of opportunities. Together, we work to build, manage, preserve and transfer your wealth.

We understand retirement is a journey, not a destination. As your life continues to evolve and change, we will be by your side helping you manage, grow and protect your hard-earned wealth.

We will help ensure you have:

Income strategies in place to support you throughout your retirement

Proper insurance coverages

Estate and legacy planning strategies in place that will work to support your loved ones after you’re gone

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.

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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.