MORE THAN JUST AN INVESTMENT ADVISOR

Dash Investments employs a holistic, full-service approach to wealth management, assigning you a dedicated Financial Counselor to develop personalized strategies tailored to your unique financial goals. The firm focuses on four key areas to maximize your wealth while minimizing tax burdens, particularly in retirement.

Financial Planning

Dash Investments offers Certified Financial Planner™ services to establish a comprehensive financial plan as the foundation for reaching investment goals. The planning process involves analyzing your financial picture and objectives, setting realistic and conservative projections for future costs and investment growth, and establishing timelines. This complete financial plan aligns investments with your goals, manages risk, and receives ongoing guidance from a dedicated Financial Counselor to adapt as circumstances evolve.

Portfolio Management

With over 50 years of combined experience, Dash Investments’ team follows a disciplined “value investing” strategy, inspired by Warren Buffett, to secure long-term success and asset growth. This approach involves identifying high-quality investments priced below their intrinsic value. Using rigorous research and proprietary methodologies, Dash analyzes companies globally, including site visits and competitor analysis, to determine intrinsic value and growth potential. This thorough research ensures clients receive well-informed investment opportunities that prioritize both security and growth.

Tax Planning

Recognizing the significant impact taxes have on wealth accumulation, Dash emphasizes tax planning as a critical aspect of its advisory services. Unlike many firms, Dash takes a proactive approach to help you minimize your tax liabilities. By structuring finances to optimize tax efficiency through deductions, credits, and strategic decisions, Dash enhances your cash flow and accelerates earnings compounding. The firm explores wealth growth opportunities like tax-efficient investments, Roth IRA conversions, charitable giving strategies, and tax-loss harvesting. For major life events, Dash also provides projections to anticipate future tax and cash flow impacts, integrating tax considerations with your broader financial goals.

Income & Estate Planning

With retirement becoming increasingly complex due to longer lifespans and rising costs, Dash works closely with you to develop customized retirement income strategies. This process includes estimating essential and discretionary expenses, assessing income sources like Social Security and pensions, and addressing income gaps through a portfolio cash flow strategy using diversified stocks and dividend payments. Dash also prepares you for taxes in retirement, particularly focusing on required minimum distributions (RMDs) and their tax implications. Additionally, Dash provides estate planning support, helping you create wills, establish trusts, appoint executors, name guardians, and designate beneficiaries all depending on your situation. Proper estate planning prevents financial strain on loved ones, ensuring a smooth transfer of assets to future generations.

In summary, Dash Investments integrates financial planning, portfolio management, tax planning, income planning, and estate planning into a cohesive strategy to provide you with a secure financial future, tailored to their individual needs and goals.

We do the heavy lifting for you!