Dorsey Groomes Wealth Management

Overview

Dorsey Groomes Wealth Management is an independent, owner-operated limited liability company that serves individual and family clients. The firm offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees, and focuses its advisory work on financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. It does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not function as a capital allocator or pension consultant. Service delivery appears oriented toward hands-on, personalized advice rather than institutional or large-family-office scale solutions. The firm's classification and client base suggest advisers work directly with a small number of households and business owners, combining planning and discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives