Bringing Continuity to Your Financial Well-Being

At The Dorfman Wealth Management Group, we take a holistic approach to handling your wealth management picture. With 50+ years
of combined industry experience, we are a multi-generational team focused on planning for your financial future.

As a father and son investment team, we leverage our skillsets to help you feel confident with your wealth management plan. 

Read more about our experience.



We’re not in the business of selling you on an investment plan. Instead, we want to get to know you and your financial needs.

Learn more about our planning process.