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Founded With the Vision
To Deliver a World-Class
Client Experience

Let’s Apply True Meaning To Your Wealth and Your Life

The “dash” in Dash - Wealth is meant to represent the time between when we are born and the moment we die. As a firm, we believe that time is our most precious commodity and none of us know how much of it we have left. Furthermore, we are committed to ensuring our clients enjoy their lives on their own terms - without financial stress.

With Dash - Wealth, You Can Expect:

A Tailored Experience

Money means something different to everyone, which is why we provide a personalized experience throughout our relationship. From how you spend your wealth to the value you apply to it, we want to understand what money means to you so we can help you enjoy your life more.

Investment in Everything

As we grow older, we begin to understand that time is precious and material things (including money) become less so. With this in mind, our goal is to help you apply true meaning to your wealth now so you can heavily invest in your future and the time spent doing the things you love.

An Impactful Engagement

Meeting with our team is unlike meeting with other professionals. We truly get to know you as we develop an understanding of your relationship with money. We’ll ask tough questions and have meaningful conversations to empower and help you feel excited about the power of your wealth.

We Run Dash- Wealth Based On Our Core Values:

We Run Dash- Wealth Based On Our Core Values:

  • TIME - It's given to us at no cost, it gets more valuable every day... INVEST it wisely.
  • PREPARATION - The best day to plant a shade tree was 30 years ago, the second-best day is today. Planning is easier today than tomorrow.
  • PROTECTION - Money, Health and Time have ‘multiplier effects’ on our lives, Protect them all.
  • EDUCATION - Knowledge has a beginning but no end. Invest in yourself by always learning.
  • TRUST - Listen generously and be curious about others. Invest in Relationships because people matter.

Educational Resources

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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Best-Performing Asset Classes

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.
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You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Learn More