We do this by providing comprehensive financial planning, wealth management, and on a fee-only basis. This may mean funding a child’s education, putting in place a sound retirement strategy, or perhaps transferring an estate in a way that minimizes taxes. Financial goals are different for everyone; therefore, we will never utilize a “cookie cutter” approach when helping you accomplish your financial objectives. At Dotch Capital, our only goal is to help you accomplish yours.

Wealth Accumulation & Investment Management

• Fiduciary Investment Selection & Management
• Fiduciary Trust Management
• Investment Advisory Services for Non-profits, Businesses, & Foundations,
• Including Investment Committee Oversight
• Mutual Funds & Exchange Traded Funds (ETFs)
• Stocks, Bonds, & Real Estate Investment Strategies, Including Residential,
• Commercial, & 1031 Exchanges
• Asset Allocation Analysis
• Stock Option & Restricted Stock Analysis
• Discreet Wealth Management Services for Athletes, Celebrities, & Other
• Sensitive Professions
• Risk vs. Return Analysis
• Education Planning (529s & Other Plans)
• Budgeting and Cash Flow Strategies
• Charitable Planning, Including Donor Advised Funds
• Socially Responsible Investing and Community Impact Strategies
• Investment Advice for Windfalls and Inheritors

Retirement Planning

• Retirement Goal Planning
• Retirement Withdrawal Strategies
• Social Security Advice
• Investment Advice for 401(k) or Other Retirement Plan
• Pension Distribution Advice
• Pre-Retirement Consultations
• Roth, Traditional IRAs
• Non-Qualified Retirement Plans

Risk Management Analysis

• Life Insurance Needs Analysis
• Disability Income Strategies
• Long-Term Care Planning
• Emergency Reserve Analysis
• Health Insurance Assistance
• Property and Casualty Analysis

Tax Planning

• Tax Preparation and PlanningTax
• Planning for Highly Appreciated Investment Holdings
• Pre-Tax vs. Post-Tax Analysis
• Tax Diversification Strategies
• Tax Reduction Strategies
• Tax Deferral Strategies

Estate Planning

• Gifting Strategies
• Philanthropic and Charitable Giving Strategies
• Donor Advised Funds
• Private Foundation Planning
• Financial Planning for Families with Special Needs Concerns
• Business Transfer & Family Wealth Planning Including Multi-generational
• Family Office Services
• Trust Planning Strategies
• Estate Tax Analysis