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Our Company

We are dedicated to providing competent, objective financial guidance to individuals, foundations, and businesses alike. Simply put, we strive to be our clients’ trusted advisor. Our primary focus is to deliver unbiased opinions that are designed to pursue positive long term investment results.

 

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WHY CHOOSE US?

Independent

We offer customized, non-proprietary strategies based solely on our clients’ best interest

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Fee-Based

Our interests remain in line with yours.

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Comprehensive

We understand that the big picture is more than just investing successfully.

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Wealth Management

Investments

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Investments can play a key role in your financial plan.

Insurance

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Insurance is essential to any comprehensive financial plan.

Retirement Planning

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Retirement planning today has taken on many new dimensions.

Managing Your Finances

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Managing your finances is an important component to any financial plan.

Asset Allocation

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Asset allocation is the process of selecting a mix of asset classes that closely match your financial profile.

Charitable Giving

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Everyone has their own reason for gifting their assets.

Who We Serve

We provide comprehensive financial strategies for investors, entrepreneurs, professionals and retirees.

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Get in Contact With Us

Doulos Wealth Management
(800) 939-4477 / helpme@DoulosWM.com


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