Dodge Wealth Management

Overview

Dodge Wealth Management operates as a sole proprietorship and is registered as an independent registered investment adviser. The firm serves individual and family clients, charging fees based on a percentage of assets under management, and focuses its advisory work on financial planning and portfolio management for individuals and small businesses. The practice is owner-operated rather than organized as a multi-adviser or capital-allocating platform. The firm does not present itself as an active ESG investor and is not described as a multi-state adviser or pension consultant. Its advisory scope is concentrated on traditional wealth management services rather than manager-of-managers or fund-of-funds activities.

Assets & Accounts

Investments & Alternatives