A complete list of active advisors currently associated with Dovetail Financial Group LLC
Warmer can help you find a great advisor at Dovetail Financial Group LLC or one who fits your needs even better.
Dovetail Financial Group LLC provides discretionary and non-discretionary portfolio management, model-portfolio services, financial planning, and focused consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and businesses. The firm documents client objectives through personal interviews and delivers written financial plans and periodic portfolio reporting. Investment recommendations draw on mutual fund, ETF, REIT, options and third‑party manager analysis, with portfolios reviewed quarterly and rebalanced as appropriate; the firm emphasizes individualized investment policies that incorporate time horizon, risk tolerance and tax considerations. Long‑term purchase strategies are used alongside due diligence on managers and funds, and clients may impose reasonable restrictions on holdings. Operationally, Dovetail is notable for several governance and referral practices: it recently changed its legal name from Transitus Wealth Partners LLC, identifies The Marino Group, Inc. as a principal shareholder, and uses a lead‑generation arrangement with SmartAsset. The firm generally does not aggregate trades for block execution, assigns the Chief Compliance Officer to review accounts, and leaves proxy‑voting responsibilities with clients rather than voting proxies on their behalf.
To learn more about the advisors currently working at Dovetail Financial Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wilmington, NC
| 29
| |
Dacula, GA
| 27
| |
Wilmington, NC
| 37
|
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