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Empowering Women to Gain Control of Their Financial Future

Fee-Only Financial Planning and Investment Management


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Financial Planning Where the Focus is on You


Dorsey Wealth Management is a boutique fee-only comprehensive financial planning firm focusing on the needs of women in a personalized and supportive environment.


Being in control of your finances is a great stress-reliever.

- Angela Dorsey

Why Dorsey Wealth Management


Personal

Each client works directly with me. As an experienced financial planner with the latest technology and a network of subject experts, I can focus on your individual needs.

Focus on Women

As a wife, mother and business owner I am uniquely suited to understand and serve the financial needs of women.

Simplicity

I talk to you in plain English and eliminate unnecessary financial jargon so that you always understand your plan. I also offer virtual services for your convenience.

Fee-Only

As a fee-only firm, I am compensated exclusively by the fee paid by my clients. There are no sales pitches, no commissions, and no third-party payments.

Fiduciary

I am legally bound to put your best interest first, and I take this commitment very seriously.

Comprehensive

I incorporate all aspects of your financial life in my planning process. After your initial planning is complete, we re-evaluate all key areas annually.

Transparent

You should understand how much you are paying and what you are paying for.

Trusted

I put my clients’ interests first. I will always provide clear, objective, professional advice that is in your best interest. My integrity and my word mean everything to me.

Who We Serve


Our clients are smart women who value independent, objective professional guidance to achieve financial peace of mind for themselves and their families. No matter your situation I can help you achieve your best financial life.

   

Women Business Owners

Women Business Owners


Being a business owner presents particular challenges. You are busy juggling client meetings, marketing your business and family commitments.

You need to protect and grow your assets to prepare for your financial future. At the same time, you want to stay focused on the activities that can help your business grow and prosper.

Dorsey Wealth Management can help you put a plan in place so that your business and family continue to thrive through all of your life and business transitions.

   

Professional Women

Professional Women


Do you feel you are so busy managing work and family that you don’t have the time or expertise to do long-term financial planning? Do you want to ensure that you will not outlive your savings in retirement and that you will be able to maintain your standard of living?

Some interesting facts:

  • Women may or may not be the family’s breadwinner, but they are often the primary decision maker regarding spending and saving by their household.
  • Women are the sole or main breadwinner in 40% of U.S. households.
  • According to the National Center for Women and Retirement Research 80%-90% of women will, at some point, be solely responsible for all household financial decisions.
  • 83% of consumer purchases in the United States are made by women.

Dorsey Wealth Management can help you feel more confident and knowledgeable to make wise financial decisions. Together we can develop strategies to enable you to live your ideal financial life.


   

Widows & Divorcees

Widows & Divorcees


Transitional periods are emotional and stressful, and it is a time when you need personal, objective experienced guidance.

Dorsey Wealth Management can help you make important financial decisions during this difficult time and develop a strategy so you can move forward feeling secure about your future.

   

Pre-Retirees

Pre-Retirees


You are asking yourself, "When can I retire”, or “How do I make sure I don’t outlive my money?” You want to be able to maintain your lifestyle in retirement and feel secure.

Dorsey Wealth Management will develop a tailored, comprehensive financial strategy that takes into consideration your entire financial picture. We will create a retirement income plan so you don’t have to worry about running out of money.

You will be confident in retirement knowing that you have a trusted financial partner by your side.


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