Dividend Wealth Advisors provides comprehensive wealth management services with a focus on a rising income strategy.
After a successful career in the “wirehouse” world – Merrill Lynch, UBS and Morgan Stanley, Dividend Wealth Advisors founder, Jim Olson, CFP®, wanted to change his focus from a fickle stock market to something that could provide more consistent performance and market returns.
Dividend Wealth Advisors is a boutique wealth management firm with a focus on creating and managing portfolios of stocks with rising dividends. We believe this strategy offers our clients the peace of mind that comes from rising income while still receiving stock market performance. We work with various clients – from young families to those approaching or in retirement with assets of $750,000 or more.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 440 Indiana St, Golden,colorado 80401,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Management, Financial Services, Investment, Financial Planning, Retirement Planning, Portfolio Management, Investment Advisory Services.
- HQ
- Golden, Colorado
Dividend Wealth Advisors Questions
Dividend Wealth Advisors's website is http://dividendwealthadvisors.com
Dividend Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/dividend-wealth-advisors
Dividend Wealth Advisors has
4 employees.
View email and phone details for 4
employees at Dividend Wealth Advisors.
Dividend Wealth Advisors's industry is
Financial Services
Dividend Wealth Advisors's top competitors are
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Dividend Wealth Advisors's categories are Financial Services
Dividend Wealth Advisors's founding year is 2021
