We are dedicated to helping you build your business’ financial future and managing your money and all the financial aspects of your organization to ensure its stability. To accomplish this, we offer a wide variety of wealth management services and business wealth management planning involving any or all of the below.

401(k) Plans & NQ Deferred Compensation

Incorporating a retirement plan into your employee benefits program is a key facet of wealth management for business owners. Retirement plans allow your employees to help secure their financial future while also increasing their job satisfaction. For business owners, this job benefit could contribute to longer employee retention and may also qualify your business for tax benefits. The experts at Dowd will work with you on the design and operation of your group or corporate retirement plan.


If you operate a company with 100 or fewer employees, and are looking for an alternative to a 401(k), SIMPLE or Simplified Employee Pension (SEP) IRAs may be a desirable option. Both of these plans can provide monetary benefits for small businesses, and the experts at Dowd can help you determine which might be right for your growing company.

Corporate Portfolio Services

Are you satisfied with your current corporate wealth management portfolio? If you’re looking to expand your assets or improve your current lines of business, we can help with a corporate portfolio analysis. We’ll help you find regions for profit generation to holistically increase the valuation of your company. Our solutions will always be unique to your individual needs.

High Net Worth Risk Services

We can walk you through the steps of making sure your business attracts and retains top talent through high-level corporate wealth management health benefits. We’ll develop a plan to offer competitive compensation strategies and minimize risk exposure with customized life insurance, long-term care insurance, disability insurance and more.

Executive Benefits & Company Coverage

Our executive benefit services help you protect your business and your top employees through non-qualified deferred compensation (NQDC) plans to corporate buy and sell agreements to key person coverage. Make sure you are prepared for the future with our business wealth planning services.