Individual stocks and bonds held in your own account - not mutual funds or ETFs. You see every position, control every tax event, and know exactly what you own.
Founded 1937IndependentThree Generations
Direct ownership. Prompt answers. Lasting wealth.
Get transparent portfolios of individual stocks and bonds, coordinated family office services, and a team that responds fast - all backed by nearly 90 years of disciplined investing.
Speak with a wealth advisor within days, not weeks.
1937Founded - nearly 90 years of experience
3Generations of investment expertise
100%Direct security ownership - no pooled funds
Step by step
From first call to coordinated wealth plan
A clear path from first step to measurable outcome.
Book a conversation
Schedule a call through our calendar. We learn your family's circumstances, goals, and current advisory relationships.
Get a direct-ownership portfolio
We build a portfolio of individual high-quality stocks and bonds in your own account - tailored for growth, income, or both, with tax efficiency built in.
Activate your family office
Through the Strad Pro platform, we connect your CPA and estate attorney into one coordinated team - aligning portfolio, tax, and estate strategies.
Stay informed and responsive
Ongoing planning, performance reporting, and prompt communication keep your wealth strategy on track as life evolves.
The toolkit
Everything under one coordinated roof
Separately managed portfolios, family office coordination, and comprehensive financial planning - working together from day one.
Directly Owned Portfolios
Individual stocks and bonds held in your own account - not mutual funds or ETFs. You see every position, control every tax event, and know exactly what you own.
Virtual Family Office
The Strad Pro platform connects your financial advisor, CPA, and estate attorney in one collaborative environment - so you stop playing coordinator and start getting aligned advice.
Tax-Optimized Investing
Individual security ownership enables precise tax-loss harvesting, strategic tax-lot selection, and controlled capital gains timing - designed to maximize your after-tax total returns.
Comprehensive Financial Planning
Retirement projections, intergenerational wealth transfer strategies, and long-term scenario modeling integrated directly with your portfolio management.
Independent, Objective Advice
As an independent firm free from conflicts of interest, every recommendation serves your goals - not a product manufacturer's quota.
Prompt, Responsive Service
Clients consistently highlight fast, thoughtful responses. You reach a team that treats your questions as urgent - because they are.
Results
Responsive, reliable, and focused on results
“I keep telling friends how responsive you are to your clients. I really appreciate the culture you have created.”
“You always give us great advice and amazingly prompt responses, and I deeply appreciate that and all the great work that you have done for us. My wife sends her thanks, too.”
“Thank you, all your help is greatly appreciated. It's amazing to think how much the investments have grown. Retiring at 65 is actually looking like a possibility. I thank you for all your help in making this happen.”
The difference
Direct ownership vs. pooled funds
Dow Wealth ManagementTypical Wealth Manager
Own individual stocks and bonds directly✓×
Full transparency into every holding✓×
Tax-loss harvesting at the individual security level✓×
Coordinated family office with your CPA and estate attorney✓×
Independent - free from conflicts of interest✓×
Nearly 90 years of experience across three generations✓×
Disciplined long-term strategy - no fads or market timing✓×
Answers
Common questions
What is Dow Wealth Management and how long have you been in business?+
Dow Wealth Management is an independent wealth management and private family office services firm founded in 1937, with nearly 90 years of experience spanning three generations. We specialize in managing, growing, and protecting wealth through directly owned portfolios of high-quality stocks and bonds, serving clients nationally and internationally.
How do you build and manage investment portfolios?+
We construct portfolios using direct investments in individual stocks and bonds rather than mutual funds or ETFs. This gives precise control over the quality of securities owned and maximizes the efficiency of the investment process. Our strategy is built on academic principles and three generations of experience, focusing on high-quality securities with strong earnings for growth and reliable dividends for income.
What makes Dow Wealth Management different from other firms?+
We are an independent firm providing objective advice free from conflicts of interest. We use directly owned securities instead of mutual funds or ETFs. We have nearly 90 years of experience dating back to 1937. We take a disciplined long-term approach avoiding investment fads and market timing. And we offer comprehensive family office services that coordinate with your existing professional advisors including CPAs and estate planning attorneys.
What are your Family Office Services?+
Our Family Office Services go beyond standard portfolio management by considering your family's overall financial circumstances, life goals, and evolving assets. Through the Strad Pro platform, we facilitate collaboration between your financial advisor, CPA, and estate planning attorney, creating an effective professional team. This comprehensive approach addresses portfolio management, tax optimization, and strategies for optimizing intergenerational wealth transfers.
Do you offer financial planning services?+
Yes. We offer comprehensive financial planning services integrated with our portfolio management and family office services, providing a holistic approach to long-term financial success.
Ready when you are
Ready to own your investments directly?
Book a call and get a coordinated wealth plan built around your family's goals - not a pooled fund someone else controls.
Book a call