INVESTMENTS   FINANCIAL PLANNING   INSURANCE

     Providing wealth management & financial planning since 2009, Doud Wealth Management Group was founded by Timothy Doud with the goal of providing expert advice and efficient strategy for achieving the financial goals & needs in his clients lives. 

​​

     As a client of DWMG, you will find a wide array of comprehensive financial planning tools, expansive investment & insurance options and years of experience to help guide you toward your financial goals. Along with our experience & expertise, we utilize the latest software in order to effectively and efficiently manage our clients investment portfolios. Additionally, as an insurance broker, we are able to bring our clients the highest quality & most competitive options from over 100 providers to satisfy necessary life insurance, annuity & disability insurance needs.

​

     How are we compensated? It is a common question these days, but not one we shy away from. Primarily, we are fee-based - meaning that our financial interests are mutually aligned: the fee's paid to us from your investments are directly tied to the account values. Financial planning services are provided at a fixed fee determined in the initial consultation. Select investment options & insurance products are offered on a commission-only basis, but regardless of services utilized, fees & expenses will always be disclosed and discussed prior to acceptance.

 

     As always, we encourage your questions, concerns, thoughts & ideas, so please do not hesitate to present them!