Dobson Wealth Management, LLC
Financial Advising
Why pick this one
Dobson Wealth Management has served Western North Carolina since 2009 and combines retirement, estate, tax, and risk planning with LPL Financial account access.
Best for
- Retirement planning involving qualified retirement plans, Social Security, savings, and investments
- Clients seeking coordinated estate, tax, insurance, and investment strategies
- Western North Carolina individuals and families seeking an individualized financial plan
- Clients wanting online access to monitor accounts and financial progress
Specialties
- retirement planning
- estate strategies
- tax optimization
- risk management
- insurance strategies
- investment management
Certifications
- LPL Financial affiliation
What makes them different
- Serves the financial requirements of Western North Carolina since 2009
- Offers a holistic approach covering retirement, estate, tax, risk, insurance, and investment needs
- Begins with a one-hour appointment with Chris Dobson
- Uses a two-way consultation to assess mutual fit before planning
- Provides a personalized LPL online portal for account and progress monitoring
- Response time
- Asset transitions typically take five to 10 business days
Distilled from this business's own website.
Contact & Location
- Address
- 56 Central Ave Ste 104, Asheville, NC 28801
- Phone
- +18287079828
- Website
- https://www.dobsonwm.com/
- CHRIS.DOBSON@LPL.COM
Services
- wealth management
- financial planning
- retirement planning
- estate planning strategies
- tax planning
- risk management
- insurance planning
- investment management