Dodds Wealth Management Group Client Center
Welcome to the Dodds Wealth Management Client Center. We are pleased to provide you with the following options:
Dodds Wealth 360 Fast Plan
This planning tool can help you quickly get an idea if you are on track for being financially independent through your retirement years.
Account
View
The link above will take you to LPL Financials’ log in page where one can view current account values, positions, and most of all, current and past statements. This is also the website you can use to go Green, meaning, to go paperless for your LPL statements. For a more detailed description on going paperless, please see the article “Going Green” under the FAQ’s Tab.
E
Money
The link above will take you to our financial planning and asset aggregation website. This allows you to link in all your financial accounts, including most corporate 401k accounts, bank accounts, credit card accounts, mortgage accounts, other investment accounts outside of your LPL Financial accounts. This allows you to have an up to date net worth and more importantly, it allows us to be current on your financial planning goals in real time based on your assets and liabilities.
Dodds Wealth Management Group Named Top Financial Advisory Firm
FOR IMMEDIATE RELEASE
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Dodds Wealth Management Group Named Top Financial Advisory Firm |
DODDS WEALTH MANAGEMENT GROUP NAMED TOP FINANCIAL ADVISORY FIRM
(Englewood, CO) Dodds Wealth Management Group was just named one of the top financial advisory firms in Colorado by The National Association of Board Certified Advisory Practices (NABCAP), an unaffiliated, nonprofit organization dedicated to identifying top advisory practitioners.
NABCAP invited thousands of Colorado financial advisors to participate in a survey co-sponsored by The Denver Business Journal. Advisors were rated on twenty categories of practice management, including transparency, accountability, risk management and customer service. Advisor compliance and certification records were independently verified, as was the accuracy and truthfulness of the submitted information.
According to NABCAP board vice president Chuck King, advisors who failed to meet a minimum quality score were disqualified. “We’re interested in the processes and we don’t take just anybody. This is not a pay-to-play organization. The list is not defined by assets under management, revenues, or worse, popularity.”
Of the thousands of firms evaluated, Dodds Wealth Management Group was one of just 54 that made the final list of premier advisers.
Andrew Dodds, CFP®, principal of Dodds Wealth Management Group, attributes the Englewood firm’s success to “the continued trust and confidence of our clients.” Dodds’ policy of Referrals Only limits new clients to referrals from established clients or a few professional business relationships exclusively. “It allows us to maintain a service-oriented team approach and provide each client with comprehensive care.”
Andrew Dodds, who holds a degree in Economics from Stanford University, is a member of LPL Financial's Chairman's Council, which designates the top 1% of financial advisors in the country, based on GDC (Gross Dealer Concession) production.
Dodds is a registered principal with and securities offered through LPL Financial, member FINRA/SIPC. He can be reached at 303.539.3900 or Andrew@doddswealth.com.