What we do

Dotch Capital Is A Comprehensive Wealth Advisory Firm That Offers Highly Customized Wealth Management Solutions With An Unparalleled Level Of Care, Commitment, And Personalized Service.


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.


Financial Planning Components

Our professional services generally fall within the following areas:

Fiduciary Investment Planning & Management
Estate Planning
Retirement Planning
Education Funding
Risk Management Planning
Business Planning


Services for Individuals & Families

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

Services for Businesses, Foundations, & Non-Profits


Corporate Retirement Plans

  • 401(k) Analysis, Back-testing, and Custodian Changes
  • Defined Benefit Pension Plans
  • Fiduciary Investment Advisory Services
  • Investment Committee Facilitation and Management
  • Investment Policy Statement Assistance
  • Employee Enrollment & Education for Benefit Plans
  • Money Purchase Plans / 401(a)
  • Deferred Compensation & 457 Plans
  • SIMPLE IRA Plans
  • SEP IRAs
  • 412(i) Plans
  • Comparative Benefit Plans
  • Profit Sharing Plans
  • 403(b) Plans
  • Solo 401(k)

Other Services

  • Executive Benefit Plans
  • Stock Option Analysis
  • Business Exit Planning
  • Overhead Expense Protection
  • Fee-only Group Health and Life Insurance Analysis
  • Fee-only Group Long-Term Care Insurance Analysis
  • Key Person Planning
  • Buy/Sell Planning
  • Investment Management
  • Financial Planning as an Employee Benefit
  • Voluntary Benefits
  • Other Consulting Services


If you’re ready to get started, contact our Stockton Wealth Management firm to schedule a Complimentary Consultation with one of our Financial Planner Professionals


(209) 981-6558


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