investment management and strategic wealth planning

We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

RETIREMENT PLANNING

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire.

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement.

Financial Planning

Many individuals confuse financial planning with general savings and investing advice.

Tim Dillow, CFP®

Founder and President of Dillow Wealth Management

Tim is the Founder and President of Dillow Wealth Management. Tim has served for nearly 20 years in various roles within the financial services industry. Tim’s diverse experience has produced a unique skill set and approach to wealth management. Through his career he has served in management, capital markets and wealth advisor roles. Financial planning is at the core of Tim’s practice and he holds the esteemed Certified Financial Planning designation.

HOW CAN WE HELP YOU?

Find out how we can help you reach your financial freedom