Family Office

Comprehensive advice by understanding your whole picture. This goal is optimally achieved by the family office platform that we provide for each of our client families.

Portfolio Management

Guided by sound investment theory and experience.

Financial Planning

Tailored plans to help you achieve your goals.

800-734-7171 [email protected]

Investment Philosophy

Our History

Learn about our history; a family commitment since the late 1930s.

The Dow Difference

Access to highly experienced and qualified professionals.

Academically Disciplined Portfolio Management.

Family Office Capabilities.

Affiliations

DWM works alongside high-caliber organizations.

Bank of New York, Pershing

Bolton Global Asset Management

Charles Schwab

Meet Our Team

Meet the trusted and experienced Dow Wealth Management team.

Danbury, CT

100 Mill Plain Road, 4th Floor
Danbury, Connecticut 06811

Falmouth, ME

358 US Route One
Falmouth, ME 04105

Sarasota, FL

8205 Nature's Way #219
Lakewood Ranch, Florida 34202

Miami, FL

1435 Brickell Ave
Miami, FL 33131

Sound advice for generations.

[email protected]

800-734-7171

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Miami, FL

1435 Brickell Ave
Miami, FL 33131
207.523.8043

Located in the prestigious Four Seasons building at 1441 Brickell Ave, Unit 1700, our Miami office offers a professional and exclusive environment for all your financial needs. Available by appointment only, our office is staffed with a team of dedicated professionals ready to provide expert financial guidance. Experience top-tier service in the heart of Miami's financial district.

Leadership

Richard P. Benoit

V.P. of Finance & Corporate Development

In Memoriam

Clifford G. Dow, Sr., CFA, CFP®, ChFC, Emeritus

Founder Emeritus

Clifford’s leadership, wisdom, and enduring commitment to clients helped shape Dow Wealth Management across generations.
We honor his legacy with gratitude and continue to build on the principles and values he established.