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VerifiedFinancial Services· Founded 1937

Dow Wealth Management Llc

Dow Wealth Management offers world-class investment services dedicated to improving clients' financial lives and making their futures more secure. With the benefit of over 75 of experience in the financial markets, the company has developed an expertise and knowledge base that has served its clients well — enabling them to enjoy healthy returns during prosperous economic periods, while mitigating downside risk during adverse markets. Dow Wealth Management's investment philosophy is well-defined, thoroughly grounded in established academic principles. An optimal investment program is custom designed to work within the broader context of each client's financial, retirement, and estate planning objectives. We work closely with clients to help address all facets of their specific circumstances. Execution and implementation is highly disciplined. Portfolios are built with direct investments in stocks and bonds, facilitating control of the quality of securities owned and the efficiency of the investment process. With a focus on the ownership of high quality securities, growth oriented companies, and sound implementation, we believe that clients maximize their potential for long-term investment success. Copyright © 2011 Dow Wealth Management LLC | Tel:(207) 200-2200 | Toll Free:(800) 734-7171 | info@dow.us Securities offered through Bolton Global Capital, Inc, Bolton, MA. Member FINRA, SIPC (978) 779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor. State securities laws require that your investment professional be registered in the state in which you are a resident.

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HeadquartersFalmouth, United StatesEmployees13(11 to 50)Annual revenue$1M to <$10MFounded year1937Websitedow.usLinkedIn profileLinkedIn

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Top roles at Dow Wealth Management Llc

7 distinct titles indexed · top 7 shown.

  • 2financial advisor
  • 1account executive
  • 1administrative assistant
  • 1client relations administrative support
  • 1president
  • 1senior financial advisor
  • 1wealth manager

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