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DWM Family Office

Our Capabilities

INVESTED IN YOUR FAMILY

Such a far-reaching view of wealth is only possible with a thorough understanding of your family’s circumstances and dynamics, its resources and aspirations, its challenges and complexities.

When you partner with DWM Family Office, that’s where we’ll begin—and what will later inform every consideration that affects your financial well-being. By viewing your investments, assets, and business interests from the perspective of the family as a whole, we help to organize your resources in ways that maximize their potential while seeking to avoid expensive pitfalls.

CONCIERGE FINANCIAL ADVICE.

The highly accomplished professionals of Dow Wealth Management draw upon their own expertise as well as the lessons learned through their clients’ dynamic lives. Offering unbiased insight and confidentiality, we build long-lasting relationships with families, helping them to navigate through both opportunity and family crisis.


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BENEFITS BEYOND WEALTH

More time

Being freed from managing wealth's details allows you to focus on the things you truly enjoy.

Peace of mind

You’ll worry less because you know your family is well-counseled, today and in future generations.

Extraordinary convenience

When your affairs are centrally managed, expert and unbiased advice is but a phone call away.

Less complexity

Savor the pleasures
of a simpler life with someone else minding its details.


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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