Dawes Wealth Management

Dawes Wealth Management is a full-service investment advisory consulting business based in beautiful Grand Rapids, Michigan. We take the time to understand what's important to our clients and create value by providing them with a wide array of comprehensive financial planning services.

Our Philosophy

We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make prudent decisions. Our company is built on a solid foundation of excellent client service and in-depth market and product knowledge. We are committed to upholding the highest standards for integrity, transparency, and accountability.

Our Team

Our team of experienced professionals has the knowledge, resources, and expertise to guide clients through every stage of their financial journey. We are passionate about helping our clients achieve their unique goals and create a secure financial future.

Our Services

Dawes Wealth Management offers a comprehensive suite of financial planning and investment services, including:

Retirement Planning

• Develop personalized retirement plans that align with your goals and risk tolerance.
• Optimize your contributions to maximize your retirement savings.
• Provide guidance on making the most of your IRA, 401(k), and other retirement accounts.

Estate Planning

• Create a comprehensive estate plan that addresses your unique needs and goals.
• Designate beneficiaries for your assets to ensure your financial legacy is protected.
• Develop a power of attorney and living will to ensure your wishes are respected in the event of incapacity or death.

Investment Management

• Develop a personalized investment strategy that aligns with your goals and risk tolerance.
• Diversify your portfolio to minimize risk and maximize potential returns.
• Provide regular portfolio reviews and updates.

Insurance Planning

• Review your insurance coverage to ensure it is adequate to protect your financial interests.
• Identify potential risks and develop strategies to mitigate them.
• Provide guidance on choosing the right insurance plan for your needs.

Our Approach

We believe in a collaborative approach to financial planning, working closely with our clients every step of the way. We take the time to understand your unique goals, values, and financial situation before developing a customized plan that is tailored to your needs.

Contact Us Today

If you are looking for a financial advisor who is committed to providing personalized attention, comprehensive planning, and exceptional service, contact Dawes Wealth Management today. We will be happy to schedule a consultation and discuss how we can help you achieve your financial goals and secure your financial future.