Our Process / Services

The primary service we offer at Dawson Wealth Management LLC is our dedication to relationship building with each and everyone of our clients. Our goal is to build a positive relationship first, and then build a positive financial future for our clients utilizing an objective and unbiased approach.

The DWM Process

We oftentimes utilize the Raymond James Freedom Account Investment Approach.

Click here to view a detailed presentation on the Retirement Planning Process:  Planning For Retirement

and Maximizing Your Social Security Retirement Benefits

The Roles of Trusts







The following are additional services we provide at Dawson Wealth Management LLC

Investment Planning:



Asset Allocation


529 Plans

Mutual Funds


Bonds / CD's


Management Styles

Statistical Research

Socially Responsible Investing

Private Portfolio Management



Retirement Planning:


Choosing a Retirement Date

Retirement Income Analysis

Rollover Education

Lump Sum Distribution Analysis

Monte Carlo Simulation


Business Planning:


Structuring New Businesses

Small and Large Companies

Business Continuation Planning
Business Insurances

Benefit Planning



Tax Management Planning:


Tax Mitigation

Income Tax Projections

Cash Management


Executive Compensation Plans:

  • Stock Option Analysis
  • Incentive Compensation


Insurance Planning:


Needs Analysis

Cost Analysis
Long-Term Care Insurance Decisions




Raymond James does not offer tax or legal advice or services.  Please consult a qualified professional to discuss these matters.

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