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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Timothy Edmond | Financial Advisor at Dow Wealth | Danbury, Connecticut, United States |
Email
|
| Russell Dow | President at Dow Wealth Management, Llc | Bradenton, Florida, United States |
Email
Phone
|
| Clifford Dow Jr. | Financial Advisor at Dow Wealth | New Gloucester, Maine, United States |
Email
Phone
|
| Kristina Petit | Account Executive at Dow Wealth | Saco, Maine, United States |
Email
|
Employees by Management Level
Individual contributor
4 profiles
Executive
2 profiles
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 1 |
| Finance | 2 | 2 | 1 |
| Executive | 1 | 1 | 0 |
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