We construct portfolios with direct investments in high-quality stocks and bonds, giving you precise control over security quality and tax efficiency.
Founded in 1937Independent FirmThree Generations of Experience
Secure your legacy with 90 years of trust
Since 1937, we have protected and grown wealth through directly owned portfolios and coordinated family office services. Experience objective advice free from conflicts.
Inside the product
Comprehensive wealth protection and growth
We integrate portfolio management with your family's overall circumstances and evolving life goals.
Directly Owned Portfolios
We construct portfolios with direct investments in high-quality stocks and bonds, giving you precise control over security quality and tax efficiency.
Family Office Services
Using the Strad Pro platform, we coordinate your financial advisor, CPA, and estate planning attorney to optimize intergenerational wealth transfers.
Comprehensive Financial Planning
Holistic planning that models long-term scenarios and retirement projections to align your assets with your life goals.
Tax-Optimized Investing
We maximize your after-tax total returns through individual security ownership, enabling sophisticated tax-loss harvesting at the account level.
Getting started
A disciplined, long-term investment strategy
A simple route from setup to steady output.
Direct Security Selection
We build your portfolio with individual high-quality stocks and bonds, focusing on strong earnings for growth and reliable dividends for income.
Tax Optimization
We manage your account to maximize after-tax returns, avoiding investment fads and market timing while strategically harvesting losses.
Family Office Coordination
We integrate your portfolio with your broader financial life, connecting your external professionals through the Strad Pro platform.
1937Year founded
3Generations of experience
100%Independent and objective advice
Evidence
Responsive advice and long-term growth
“I keep telling friends how responsive you are to your clients. I really appreciate culture you have created.”
“You always give us great advice and amazingly prompt responses, and I deeply appreciate that and all the great work that you have done for us. My wife sends her thanks, too.”
“Thank you, all your help is greatly appreciated. It's amazing to think how much the investments have grown. Retiring at 65 (9 yrs) is actually looking like a possibility. I thank you for all your help in making this happen.”
FAQ
Frequently asked questions
What is Dow Wealth Management and how long have you been in business?+
We are an independent wealth management and private family office services firm founded in 1937, giving us nearly 90 years of experience spanning three generations. We specialize in managing, growing, and protecting wealth through directly owned portfolios of high-quality stocks and bonds.
How do you build and manage investment portfolios?+
We construct portfolios using direct investments in individual stocks and bonds rather than mutual funds or ETFs. This gives precise control over the quality of securities owned and maximizes the efficiency of the investment process, focusing on high-quality securities with strong earnings for growth and reliable dividends for income.
Do you offer services for retiring independent advisors?+
Yes. We offer a differentiated alternative to PE aggregators for advisors with 50M to 300M AUM. We provide long-term income streams, preserve your identity through an emeritus role, upgrade your clients to family-office services, and offer personal succession planning. We may not offer the highest upfront multiple, but we can offer a better retirement.
What are your Family Office Services?+
Our Family Office Services go beyond standard portfolio management by considering a family's overall financial circumstances, life goals, and evolving assets. We facilitate collaboration between your financial advisor, CPA, and estate planning attorney to address tax optimization and intergenerational wealth transfers.
Take the next step
Protect your wealth with a 90-year legacy
Book a call to discuss your portfolio, family office needs, or practice succession.
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