Dodds Wealth Management Group | Home

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    About Us

    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.

    Planning

    Customize your plan so you have confidence in every phase of your financial life

    Income

    Build a stream of sustainable, dependable, and efficient income

    Growth

    Effective long-term financial planning and asset management

    our services

    Solutions Based
    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.

    Retirement Planning

    Retirement Planning

    Education Planning

    Education Planning

    Risk Management

    Risk Management

    Estate Planning

    Estate Planning

    Retirement Plans for your Business

    Retirement Plans for Your Business

    Multigenerational Planning

    Multigenerational Planning

    Wealth Preservation

    Wealth Preservation

    Charitable Gifting

    Charitable Gifting

    Empowering Women Investors

    Empowering Women Investors

    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.

    Individuals and Families

    Individuals and Families

    Business Owners

    Business Owners

    Non-Profit Organization

    Non-Profit Organizations

    Retirees

    Retirees

    Women Investors

    Women Investors

    Healthcare Professionals

    Health Care Professionals

    our team

    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.

    Meet Your Team

    Charles D. Dodds Jr.

    Charles D. Dodds Jr., CFP®, CLU®, ChFC®, CIMA®

    President and Senior Portfolio Manager

    Adrian F. Dodds

    Adrian F. Dodds, CFP®

    Senior Financial Advisor and Managing Partner

    Adrian F. Dodds

    Tarah R. McKenzie

    Financial Planning and Operations Analyst

    contact us

    Let’s Talk

    Please contact us to schedule your initial meeting.

    5915 Silver Springs Dr.,  Bldg. #4
    El Paso, TX 79912

    915-257-2627

    [email protected]

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