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Estate Planning

When was the last time you had your estate planning documents updated? Do your beneficiaries even know where they are?

Leave the legacy you want. Protect your assets, ensure your wishes are fulfilled, minimize tax transfers, or support a cause that resonates with you.

Ensuring your financial future

Checklist for a sound retirement

  • Establish a DWM Family Office
  • Secure a sound investment plan
  • Regularly review your financial plan to meet ever-changing financial needs
  • Update your estate plan:
    • wills
    • powers of attorney
    • trusts
  • Address long-term care concerns
Let us help you map out your future. Or get started now by organizing your estate with a DWM Family Office.
Click here to register for a no-obligation free trial.

For more information, contact: [email protected]

Neither Dow Wealth Management nor its representatives provide advice on tax or legal issues. Competent tax and legal advice should always be obtained.

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
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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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