A complete list of active advisors currently associated with Dovetail Wealth Management, LLC
Warmer can help you find a great advisor at Dovetail Wealth Management, LLC or one who fits your needs even better.
Dovetail Wealth Management serves individuals (including high‑net‑worth and non‑HNW clients), trusts, retirement plans and business entities with comprehensive portfolio management, standalone financial planning, and retirement‑plan consulting. The firm also provides access to LPL‑sponsored advisory programs and proprietary DWM model portfolios as implementation options. The firm’s process begins with client discovery to establish objectives and risk tolerance, then combines individualized portfolio construction and ongoing monitoring with model‑driven strategies and third‑party manager selections. Investment methods referenced in the brochure include fundamental and technical analysis, asset allocation across stocks, bonds, ETFs and other instruments, and periodic rebalancing informed by their DWM models and LPL program overlays. What is distinctive about Dovetail is the scale relative to its adviser team: it manages approximately $333 million for about 857 clients with three advisers, implying an unusually high client‑per‑adviser ratio and reliance on models, platform programs and delegated manager solutions to deliver advice. The firm’s representatives are dually registered with LPL, act as insurance agents/brokers, and the firm sponsors a wrap fee program — operational and compensation intersections that prospective clients may want to review when evaluating suitability.
To learn more about the advisors currently working at Dovetail Wealth Management, 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 |
|---|---|---|
Taylor, TX
| 12
| |
Taylor, TX
| 24
| |
Taylor, TX
| 28
|
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