Manage, Preserve, and Enrich
Your Success Is Our Top Priority
We are a private, locally owned wealth management team serving the planning needs of families and business owners.
Our Team Has Over 50 Years of Experience Helping Our Clients Meet Their Financial Goals.
Comprehensive Financial Planning
You can depend on our team to use all of our resources and experience to bring a personalized solution tailored to your needs.
who we serve
Bringing Clarity and Guidance to
Help You Reach Your Goals
Our clients are a diverse group of individuals, businesses, and families. Through thoughtful conversation and teamwork, we will help you reach your aspirations.
Work with an Established Team
Our team has over 50 years of financial planning experience. Members of our team hold advanced designations and are committed to serving your best interests.
Charles D. Dodds Jr., CFP®, CLU®, ChFC®, CIMA®
President and Senior Portfolio Manager
Adrian F. Dodds, CFP®
Senior Financial Advisor and Managing Partner
Tarah R. McKenzie
Financial Planning and Operations Analyst