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Introductory Portfolio Review

If you would like to explore working with Dow Wealth Management, we would be pleased to provide you with an introductory analysis of your current investment program.

Issues that we address include: 

  • Is your portfolio well positioned to participate in the growth areas of our economy?
  • Does your portfolio subject you to an unacceptable risk of irrecoverable loss?
  • Is your list’s purchasing power protected from inflation?
  • Are you invested efficiently, or is your portfolio laden with hidden costs that significantly curtail its ability to generate gains for you?
Our review is at no cost or obligation. It provides us with an opportunity to show you how we approach investing in the securities markets and provides you with an additional perspective on your portfolio.

We can help you understand the character of the portfolio you own, why it may or may not meet your expectations, and how we think you might improve upon its potential to serve your needs.

To initiate the process, please simply call or send to us your name and mailing address. We will then mail to you a short questionnaire for the information we would need.

Thank you for your interest.

207-200-2200
800-734-7171

E-mail: [email protected]

What Our Organization Offers

Securities Offered Through 
Bolton Global Capital, Inc. 
Member FINRA, SIPC
Advisory Services Offered Through
Bolton Global Asset Management, 
a SEC Registered Investment Advisor
DW1/DWA0262b
BNY Melon
State securities laws require that your Financial Representative be registered in the state in which you live. For this listing, please refer to the Broker Check Link provided. 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax or legal services. Bolton Global Capital, LLC, is a registered broker-dealer. For more information, visit https://finra.org or https://sipc.org. Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor. 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.
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