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