From it’s inception, Dosio Wealth Management continues with the vision to be a cutting edge wealth management practice
Our Philosophy
At Dosio Wealth Management, we give advice as if we were giving it to our own family. This means putting our client’s needs first and giving them advice with Integrity, Competency and the Diligence that will help our clients plan for their lives and their legacy, all with concierge level customer service that makes our clients feel like family.
Dosio Wealth Management provides advice and monitoring of essential financial goals and comprehensive financial planning topics that include the following:
-
Personal and retirement planning
-
Estate planning
-
Risk management and income strategies
-
Investment strategies
-
Asset protection strategies and insurance planning
-
Tax, Stock Option and company retirement planning
-
Philanthropic planning
Our Mission
From its inception, the mission of Dosio Wealth Management is to be a cutting edge family practice that delivers robust financial strategies and advice, tailored to meet and protect the needs of individuals, their families and their future generations.
Our Process
At Dosio Wealth Management, we limit the number of clients in our practice so that we can provide concierge customer service so every client can have the best possible experience. When serving you and your families wealth management needs, our process first starts with a 4 step comprehensive planning process:
​
Monitor and review: one certainty that life brings is change, at DWM, we’ll be here to regularly review your investment and wealth management goals for you and your family so you can pursue your goals
Analyze and Design: using our experience, partners and our specialized technology suite, we will create a customized strategy for you and your family to fit any of your personal, retirement, investment, insurance, company retirement, tax, estate planning and philanthropic objectives.
Strategy refinement and Implementation: when we complete a plan for your custom wealth management strategy, we will help you implement any financial planning needs and goal solutions
​
Consultation and discovery: in our consultation meeting we will better understand your dreams, goals and gather data on relevant factual information to create a tailored financial solution for you and your family.​​
How are we different from larger firms and banks?
​
-
Long Term Relationships: we believe in long-term relationships and work to earn your continued trust. Instead of feeling like a number in the masses at a larger firm, you will feel more like family. Many large firms must understandably promote wealth managers into different roles or at times wealth managers move away from the firm for different reasons, resulting in clients moving between between new representative more often than they should.
-
Direct access: We all know that calling a contact center to repeatedly explain an issue to different representatives can be extremely frustrating. At our practice, we personally know each of our clients and can help with focus on any individual issue you may have.
-
Non-proprietary financial advice: many larger firms resort to cookie cutter portfolios for the masses as well as resort to agreements to use only specific investment companies that may not always provide the best performance for clients. At Dosio Wealth Management, our practice has the ability to cater to you and your legacy by utilizing some of the best technology and financial investment strategies available by brokering through the independent channel of LPL Financial.
-
Non-proprietary insurance strategies: We also have the ability to use insurance companies that best fit clients needs, instead of limiting choices to use insurance products available through specific firms.
-
Trust Services: our trust services allow us to very competitively take the lead servicing your estate planning trusts and charitable foundations. No longer does this have to be limited to the possible high fee trust accounts at larger firms. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
-
Competency: You will receive consistent access to a CERTIFIED FINANCIAL PLANNERs™ (CFP®) and a wealth manager with a Masters degree in Financial Planning.
About Us
At Dosio Wealth Management, not only is family important to us, but YOUR family is important to us too. This is why in our wealth management practice, the Dosio family shield is used to signify and continue with the vision of being a cutting edge family practice. Our priority is to deliver robust financial strategies and advice, tailored to meet and help protect the needs of individuals, their families and their future generations.
Especially when it comes to your hard earned savings and investments, we understand the importance of family and the importance of personalized customer service. At Dosio wealth Management, we limit the number of clients in our practice so that we can provide concierge customer service so every client can have the best possible experience. This allows our family to take care of your family's wealth management needs all under one roof.
Meet The Founder
Clint Dosio, CFP® MPAS®
Clinton Dosio is the founder and chief wealth management strategist at Dosio Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ and has obtained his FINRA Series 7 and 66 registrations with LPL Financial as well as his life and health insurance licenses. Prior to starting Dosio Wealth Management, Clinton served as the Vice President for Wealth Management with Fidelity Bank and also served as a Wealth Manager for USAA Wealth Management providing comprehensive financial planning and advice.
Clinton has over 13 years of experience in the financial services industry, with a thorough knowledge in the following areas:
-
Personal and retirement planning
-
Estate planning
-
Risk management and income strategies
-
Investment strategies
-
Asset protection strategies and insurance planning
-
Tax, Stock Option and company retirement planning
-
Philanthropic planning
Clinton graduated with a bachelor's degree in business finance from Liberty University and a master's degree in financial planning. He holds the Master Planner Advanced Studies® designation from the College for Financial Planning. He also has collegiate teaching experience teaching accounting and finance as an adjunct instructor.
Clinton loves spending time with his wife, and three children. Clinton is very involved with his church, leading worship and their global missions program. Clinton is on the board for Deeply Rooted Grounds, a non-profit that helps individuals through providing food, water and other community based programs to provide hope to the impoverished. A fun fact about Clinton is that he loves to compete in and teach Brazilian Jiu Jitsu.