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Wealth Management +
Private Family Office Services

At Dow Wealth Management, the combination of our sound investment theory and state of the art technology is designed to help ensure long-term financial success for our clients and their families.

When everyone else changed... We didn't.

We remain focused on providing our clients with soundly managed portfolios of directly owned high-quality securities and personalized service.

We Manage, Grow, and Protect Wealth

Dow Wealth Management's well-defined and disciplined investment strategy is based on academic principles and experience dating back to the 1930s. We seek to maximize our clients' after-tax total returns over the long term.

  • Portfolios are built with direct investments in stocks and bonds, facilitating control of the quality of securities owned and the efficiency of the investment process.
  • By taking a long-term view, avoiding investment fads, and not seeking to time the financial markets, we believe that we maximize our clients' potential for success.

Founded in 1937 — Managing clients across America and abroad

Proven & Time-Tested Portfolio Management

A well-defined and disciplined investment strategy.

Dow Wealth Management provides its clients with a time-tested investment philosophy for portfolio management, developed over three generations of advising investors.

Separately managed portfolios of directly owned stocks and bonds. A focus on high quality securities with strong earnings for growth and dividends for income-oriented investors.

Our Investment Philosophy Watch Videos

Wealth, orchestrated Family Office Services

Comprehensive advice beyond portfolio management.

Portfolio management in the context of a family's overall circumstances, the professionals with whom they work, and their evolving life goals and assets.

Family Office Services enable the client's financial advisor, CPA, and estate planning attorney to work together effectively as a team on behalf of the client's family. The DWM Family Office brings a comprehensive solution to portfolio management, tax concerns and optimizing intergenerational wealth transfers.

Explore Family Services

Get to Know Dow

Dow Wealth Management offers the services of a world-class investment firm dedicated to improving clients financial lives and making their futures more secure. As an independent firm, the company provides objective advice and is committed to excellence for its clients.

With the benefit of over 75 years of experience in the financial markets, the company has developed an expertise and knowledge base that has served clients well—enabling them to enjoy healthy returns during prosperous economic periods, while mitigating downside risk during adverse markets.

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Wealth Management

Portfolio Management

Financial Planning

Family Office Serivces

Explore our Video Library Learn the Dow Difference

Market Commentary

Successful portfolio management in our evolving economic conditions: We share what we've learned for minimizing the risk of irrecoverable portfolio loss while being well positioned to excel during favorable times.

Avoiding Risks
Investing in a rising interest rate environment.
Positioned for Success
"Pessimists sound smart. Optimists make money."

Client Experience

Our clients' trust is the foundation of our reputation.
See what they have to say:

I keep telling friends how responsive you are to your clients. I really appreciate culture you have created.

Wil, Nevada

You always give us great advice and amazingly prompt responses, and I deeply appreciate that and all the great work that you have done for us. My wife sends her thanks, too.

Bryan, Maine

Thank you, all your help is greatly appreciated. It's amazing to think how much the investments have grown. Retiring at 65 (9 yrs) is actually looking like a possibility. I thank you for all your help in making this happen.

Steve, Maine

Our Philosophy

Testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success. The testimonials listed are provided by current clients of Dow Wealth Management, LLC. The providers of the testimonials were not provided with any cash or non-cash compensation for their testimonial. If the person providing the testimonial is a friend or close family member, this relationship may result in a material conflict of interest that impacts the impartiality of the testimonial provider. The testimonials given here are professional relationships only.