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Dow Wealth Management, LLC

EST. AUM
$500,000,000

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Firm Details

Metro area Portland, ME
CRD Number
Website dow.us
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Overview

Dow Wealth Management is a Maine-based multi-generational wealth management firm that provides comprehensive financial planning and investment services to individuals and families. The firm emphasizes a "Family Office" approach, coordinating various aspects of a client's financial life, including taxes, estate planning, and insurance. They operate through a hybrid model, offering advisory services through Bolton Global Asset Management and securities brokerage through Bolton Global Capital. Their philosophy is rooted in sound investment theory and long-term discipline, aimed at preserving and growing generational wealth.

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Address

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

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