Dorsey Wealth Management, LLC

Dorsey Wealth Management serves individuals and families, operating a small client roster of 36 households with about $58.4 million in assets under management. The firm provides holistic financial planning and portfolio management, offering both one‑time “Roadmap” engagements and ongoing wealth management that addresses investments as well as tax, estate, insurance, risk‑management and retirement planning.

The firm follows an evidence‑based investment approach that emphasizes global diversification, equities for long‑term appreciation, high‑quality fixed income for volatility dampening, and the use of low‑cost mutual funds and ETFs selected for consistency, tax efficiency and expense. It acts as a fiduciary for retirement accounts, typically manages client accounts on a discretionary basis, and uses a custodial relationship (Charles Schwab) to access certain institutional‑level funds when appropriate.

Distinctive features include a relatively small, high‑asset‑per‑client practice run by a two‑advisor team and a strict fee‑only model with no third‑party commissions or referral fees. The firm’s personnel mix and background—including a principal with extensive corporate compensation experience and an associate who transitioned from a career in music and teaching—are atypical for a firm of this size and contribute to services such as employee benefit analysis and highly individualized planning.