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Dumont & Blake Investment Advisors is a fee-based investment firm dedicated to helping individuals and families grow and protect their wealth. With a comprehensive approach and innovative strategies, we aim to secure our clients' financial well-being today and for generations to come. At Dumont & Blake, we take pride in our personalized service and the strong relationships we build with our clients. We combine our decades of investment management experience with cutting-edge financial modeling and analytics to minimize clients' exposure in down markets and capitalize on market growth. You can contact us online or call us at 609-514-1899 for a confidential, no-obligation conversation.

How You Benefit

*Building Your Wealth*

Life is full of opportunities, objectives, and challenges. At Dumont & Blake, we strive to grow your financial resources to help you overcome obstacles, leverage opportunities, and accomplish your personal and family goals. We work closely with you to understand your unique circumstances and develop customized strategies tailored to your needs. We believe that wealth creation is a long-term endeavor that addresses both immediate needs and future aspirations.

Our Firm's History

Established in 1999, Dumont & Blake has grown to manage $500 million in assets for private clients, corporations, and non-profit organizations. Our firm's success can be attributed to our competence, credibility, and a demonstrated commitment to serving our clients' best interests. With an average of over 35 years of experience in portfolio management, our advisors are SEC-licensed and highly educated in the financial field. Our clients value our long-lasting relationships, which reflect the quality of our interactions and the portfolio returns we generate over time.

How We Work

*Your Fiduciary Partner*

As a fiduciary, our duty is to act in your best interest, not to a brokerage or platform driven by commissions or trading activities. When your investments succeed, so do ours. We maintain a disciplined investment approach designed to deliver consistent returns relative to our benchmark. At Dumont & Blake, we emphasize clarity in our recommendations, ensuring our clients understand the intricacies of our strategies. We are committed to providing superior customer service and are always available to answer your questions.

*Our Approach*

At Dumont & Blake, we focus on building and preserving long-term relationships with our clients. Through ongoing communication, we develop a deep understanding of your financial priorities, enabling us to structure and manage a portfolio tailored to your unique requirements. We align our interests with yours and work diligently to grow and protect your wealth.