Dosio Wealth Management

EST. AUM
$100,000,000

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Firm Details

Metro area Jacksonville
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Website dosiowealthmanagement.com
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Overview

Dosio Wealth Management (DWM) is an independent wealth management practice founded by Clinton Dosio, CFP®, MPAS®, headquartered in Ponte Vedra Beach, Florida. The firm provides concierge-level, comprehensive financial planning and investment advisory services to individuals, families, and future generations. Clinton Dosio holds the CERTIFIED FINANCIAL PLANNER™ designation and a Master of Science in Financial Planning, and has over 13 years of experience in the financial services industry, having previously served as Vice President for Wealth Management at Fidelity Bank and as a Wealth Manager for USAA Wealth Management. The firm intentionally limits its client base to deliver concierge customer service, using a 4-step planning process — Consultation & Discovery, Analysis & Design, Strategy Refinement & Implementation, and Monitor & Review — to craft and oversee customized wealth management strategies. Securities and advisory services are offered through LPL Financial, member.

Platform Details

See in Dakota

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See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dosio Wealth Management

Platform Details

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