Affiliations

At Dow Wealth Management, we provide exceptional investment services through strategic partnerships with Bolton Global Capital, Inc. for broker/dealer services and Bolton Global Asset Management for advisory expertise. Pershing, LLC and Schwab handle our securities clearing and custody, ensuring top-tier service and security for our clients.

Our Partners

Pershing, LLC, a Bank of New York Mellon Affiliate

Pershing processes security transactions and custodies client assets. Pershing is the world’s largest securities clearing firm. The company is an affiliate of the Bank of New York, the nation’s oldest bank, founded in 1784. Pershing is a member of the New York Stock Exchange and every other major U.S. securities exchange.

Charles Schwab

Dow Wealth Management clients may hold their accounts at Charles Schwab. With nearly $9 trillion of total client assets, Schwab is a leader in asset custody and trading.

Bolton Global Capital, Inc. Bolton, Massachusetts

Bolton Global provides Dow Wealth Management with broker/dealer services, handling many administrative and regulatory functions for the firm. Bolton is uniquely suited to our needs because its primary expertise is traditional direct investing, as opposed to marketing packaged investment products such as mutual funds, hedge funds, and deferred annuities.

Bolton Global Asset Management

Dow Wealth Management provides financial advisory services through Bolton Global Asset Management, an SEC Registered Investment Advisor and affiliate of Bolton Global Capital, Inc.