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WHAT WE DO

Dotch Capital is a Proactive and Holistic Tax Advisory Services - Team Based Model - Financial Planning and Registered Investment Adviser (RIA) firm that offers highly customized tax savings and wealth management solutions with an unparalleled level of attention, commitment, and personalized service. We are a fiduciary firm, and we always place our clients' interests ahead of our own. At Dotch Capital, our only goal is to help you accomplish yours.

SERVICES FOR BUSINESSES - FAMILIES - INDIVIDUALS

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Successful Businesses

Dotch Capital Family Office Solutions provides a total wealth management solution for business owners and ultra-high-net-worth investors ($20M- $500M+).

Family Tax Planning

Provide family or individual comprehensive wealth management solutions with a net worth of ($2M - $20M).

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New Affluence

For those who need tax advisory services for emerging affluence as an individual
(up to $2M).

IF YOU’RE READY TO GET STARTED, CONTACT OUR STOCKTON TAX ADVISORY AND WEALTH MANAGEMENT FIRM TO SCHEDULE A COMPLIMENTARY CONSULTATION WITH A REGISTERED INVESTMENT ADVISER (RIA)

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FINANCIAL PLANNING COMPONENTS

Our professional services generally fall within the following areas:

FIDUCIARY
INVESTMENT PLANNING
TAX PLANNING
ESTATE PLANNING
RETIREMENT PLANNING
EDUCATION FUNDING
RISK MANAGEMENT PLANNING
BUSINESS PLANNING
TAX ADVISORY
SERVICES
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