Dowd Wealth Management
Finance · 11-50 Employees
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Overview
Phone Number
(413) 538-7444Website
www.dowdwealth.comRevenue
<$5 MillionIndustry
About Dowd Wealth Management
Dowd Wealth Management specializes in providing personalized financial planning and investment management services to individuals, families, corporations, and institutions. With a focus on retirement planning, insurance services, and institutional consulting, they aim to help clients achieve their financial goals through tailored strategies. The firm prides itself on delivering institutional expertise combined with exceptional personal service, ensuring that clients' interests are prioritized. With over 215 years of combined experience and a commitment to proactive and disciplined financial management, Dowd Wealth Management is dedicated to fostering long-term relationships with its clients.Explore more
Dowd Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
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JM
June MatthysseAssistant Vice President & Client Service Client Relationship Manager
Dowd Wealth Management Tech Stack
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Dowd Wealth Management specializes in providing personalized financial planning and investment management services to individuals, families, corporations, and institutions. With a focus on retirement planning, insurance services, and institutional consulting, they aim to help clients achieve their financial goals through tailored strategies. The fi... Read More
