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Helping Women Retire To

 A Life They Love


 Reduce Taxes Invest Smarter  Retire With Confidence

 Reduce Taxes

 Invest Smarter

Retire With Confidence


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Retirement For Women




Why Dorsey Wealth Management

Personal

As a small boutique firm, you get the personalized attention you need.

Focus on Women

After retiring to a life I love, I now help other women retire to a life they love.

Simplicity

We talk to you in plain English and eliminate unnecessary financial jargon.

 Commission - Free

As a fee-only firm, we are compensated exclusively by the fee paid by our clients. 

Fiduciary

We are legally bound to put your best interest first and provide unbiased advice.

Comprehensive

We incorporate all aspects of your financial life into our planning process. 

Transparent

Our transparent fee schedule has no hidden fees. You know exactly how much you are paying.

Trusted CFP® Professional

Only 23% of U.S. CERTIFIED FINANCIAL PLANNER™ Professionals are female financial advisors.


Who We Serve

Our clients are women near retirement who are diligent savers and want to partner with a trusted advisor.

Older couple

Make Work Optional

You enjoy your career, but wouldn't it be nice to know you could retire whenever you wanted?

Business Woman

Ready To Retire

After years of working you have decided it is time to retire. But do you feel prepared?

Female Widow

Already Retired

You are retired but do you have a plan in place so you can enjoy retirement without worry?

Female Business Owner

Second Act

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.

Schedule a Phone Call