Peace of MindWhat Makes Us Unique
Our Unwavering Commitment
Our unwavering commitment to empowering women on their financial journeys sets Dorsey Wealth Management apart. As a female-owned firm, we understand the unique financial planning needs of women who want to be actively engaged in managing their wealth.
Focus on Women
Our mission is to assist women in pursuing their financial goals, especially those nearing retirement or recently retired. We provide a personalized approach that thoroughly prepares our clients for all stages of life's financial twists and turns. With us, you gain not just a financial advisor, but a partner who shares your passion for financial independence and stability.
Simplicity
We believe in simplifying the often complex world of finance. We speak to you in plain language, eliminating unnecessary financial jargon so you can fully understand your financial strategies and decisions.
Transparency
Our commitment to transparency extends to our fee structure, which is straightforward and free of hidden costs. As a fee-only financial planner, our compensation is solely tied to the fees paid by our clients, aligning our interests entirely with yours.
Financial Duty
We take pride in our fiduciary duty, are legally bound to prioritize your best interests and offer unbiased advice, providing you with the highest standards of ethical and professional conduct in every aspect of our partnership.
With a comprehensive financial planning approach that integrates all facets of your financial life, we supply the tools you need to confidently retire to a life you love.
Our Services
Dorsey Wealth Management is a fiduciary, fee-only financial planning firm located in Torrance, California, and serves clients throughout California and the United States. As a boutique firm, our top priority is to provide the personalized attention you deserve. Dorsey Wealth Management’s suite of services helps pave your way to financial stability and a comfortable future.
From investment management to personalized retirement income planning and implementation, as a CERTIFIED FINANCIAL PLANNER™ professional, we help you navigate the complexities of wealth management. Our Social Security and Medicare strategies assist you in making informed decisions about your healthcare and retirement income, while our estate preparation and legacy planning services give you the confidence that your loved ones will be well cared for. With our guidance, we can help you build, preserve, and transfer wealth while enjoying your financial freedom.
Who We Serve
Our primary focus is serving women and couples who are approaching retirement and are dedicated savers seeking a trusted financial advisor. As fiduciaries, your best interests are our top priority, and our fee-only model ensures that we do not earn commissions on recommended investments. Your financial well-being is our number one priority.
Our clientele consists of individuals who understand the unique financial challenges faced by women, such as the prospect of living longer than men, fewer years of earned income, potentially lower retirement benefits than men, and the escalating costs of healthcare.
Reflecting on your financial journey, can you relate to the following questions?
Here are some questions we help you answer:
- You enjoy your career, but wouldn’t it be nice to know you could retire whenever you wanted?
- After years of working, you have decided it’s time to retire. But do you feel prepared?
- You are retired, but do you have a plan in place so you can enjoy retirement without worry?
- Is a new career or starting a business calling you? Put a plan in place so you can start the next chapter in your life.
Through ongoing collaboration, we are here as your ally to offer the guidance and support you need to address these concerns and help you navigate the path to a financially stable retirement.
Take a look at our case studies to hear how we’ve helped women just like you.
Retirement Planning For Women
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