Russell Dow, President (video)

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.

Sound Investment Theory

Revolutionary Technology


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.


Dow Wealth Management’s well-defined and disciplined investment strategy is based on academic principles and experience dating back to the 1930s. A good investment policy is one that never changes with changes in market conditions. An investment policy should be modified only with a major shift in one’s investment time horizon, and/or a change in one’s personal tolerance for risk and volatility.

Family Office

Ensuring 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 for the client's family. The Family Office brings a comprehensive solution to portfolio management, tax concerns and optimizing intergenerational wealth transfers.

Unique Software

Our virtual Family Office platform is powered by Strad Professional 2.0. Developed by Dow Software, this revolutionary technology brings the benefits of a traditional Family Office within reach of everyone
DS-logoStrad Professional logo

What Our Organization Offers

Securities Offered Through 
Bolton Global Capital, Inc
Advisory Services Offered Through
Bolton Global Asset Management, 
a SEC Registered Investment Advisor
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 or 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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