Dow Wealth Management LLC

Dow Wealth Management LLC

Financial Services Falmouth, Me, United States 13 employees
Employees
13
Contacts
4
Emails
4
Phones
2

Dow Wealth Management LLC Overview

Headquarters
Falmouth, Me, United States
Phone Number
Available in AeroLeads
Website
dow.us
Industry
Financial Services
Employees
13
Founded
1937
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Dow Wealth Management LLC

Dow Wealth Management offers world-class investment services dedicated to improving clients' financial lives and making their futures more secure. With the benefit of over 75 of experience in the financial markets, the company has developed an expertise and knowledge base that has served its clients well — enabling them to enjoy healthy returns during prosperous economic periods, while mitigating downside risk during adverse markets. Dow Wealth Management's investment philosophy is well-defined, thoroughly grounded in established academic principles. An optimal investment program is custom designed to work within the broader context of each client's financial, retirement, and estate planning objectives. We work closely with clients to help address all facets of their specific circumstances. Execution and implementation is highly disciplined. Portfolios are built with direct investments in stocks and bonds, facilitating control of the quality of securities owned and the efficiency of the investment process. With a focus on the ownership of high quality securities, growth oriented companies, and sound implementation, we believe that clients maximize their potential for long-term investment success. Copyright © 2011 Dow Wealth Management LLC | Tel: (207) 200-2200 | Toll Free: (800) 734-7171 | info@dow.us Securities offered through Bolton Global Capital, Inc., Bolton, MA. Member FINRA, SIPC (978) 779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor. State securities laws require that your investment professional be registered in the state in which you are a resident.

Dow Wealth Management LLC Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Dow Wealth Management LLC Org Chart

Sample employees and titles
Name Title Contact
Timothy Edmond Financial Advisor at Dow Wealth
Email
Russell Dow President at Dow Wealth Management, Llc
Email Phone
Clifford Dow Jr. Financial Advisor at Dow Wealth
Email Phone
Kristina Petit Account Executive at Dow Wealth
Email

Employees by Management Level

Individual contributor 4 profiles
Executive 2 profiles
Manager 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 3 3 1
Finance 2 2 1
Executive 1 1 0

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