Dawson Wealth Management LLC is an independent practice established in 1985 distinctly qualified to provide you with all of your financial planning needs. In addition, unlike many other financial planning companies, we have an attorney on staff ready to assist you with your estate planning. *

Office Hours:  M-F, 8:30 am to 5 pm

DWM is closed during all NYSE (New York Stock Exchange) observed Holidays.  Click here for NYSE Holidays and Trading Hours.

 The DWM Process

 

 

 

 

Fred Dawson, Wealth Manager, is the recipient of the 2023 Forbes Best-In-State Wealth Advisors award.

 

 

 

 

Fred Dawson, Wealth Manager, is the recipient of the 2023 AdvisorHub award.

 

 

 

 

Fred Dawson, Wealth Manager, is the recipient of the 2023 FSI Advocacy Circle of Excellence Award.*

 

Volatility resources

Dedicated To The Prudent Stewardship Of Our Clients' Wealth

 

About Forbes Top Wealth Advisors Best-In-State (2023)

The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors for more info.

2023 AdvisorHub 200 Fast Growing Advisors to Watch

The 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years' experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 200 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.  Please visit https://www.advisorhub.com/advisors-to-watch-fastest-growing-2023/

*FSI Advocacy Circle of Excellene Award 2023

The 2023 FSI Advocacy Circle of Excellence Award was released on 9/12/2023 and recognizes FSI members who are advocates for the independent financial services industry, demonstrating outstanding commitment to advancing advocacy priorities. Winners are determined based on engaging with FSI's advocacy activities throughout the year including: Meeting with legislators and regulators, Hosting a congressional event for FSI members, Providing hearing testimony, Responding to calls to action, Attending FSI Events, and Submitting op-eds in support of an FSI advocacy issue. Of the over 190,000 FSI affiliated advisors, 14 received the recognition in 2023. This ranking is based upon the period from 7/1/2022 to 7/15/2023 and was released on 9/12/2023. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with the Financial Services Institute.

 

*Legal services not offered through Raymond James.