11330 Vanstory Drive
Suite 101
Huntersville, NC 28078
(704) 897-0482
dolf@dolfdunn.com
At Dolf Dunn Wealth Management, LLC we believe you deserve the benefits of a financial partner who is committed to you and your best interests. We have a reputation for listening and responding to our clients’ needs, maintaining an atmosphere of caring and mutual trust, and helping our clients through life’s many transitions.
We offer this same level of service to you, pledging to help you navigate the complex financial landscape, prepare you for the unexpected, and become your trusted long-term partner. To accomplish this, we hold ourselves accountable for your ability to pursue financial independence, acting as your strategic guide as you prepare for retirement (which we like to refer to as the “third trimester of life”).
We have in-depth experience in financial planning and investment management, but we also bring in professionals with the expertise necessary for a successful wealth management plan. We will also work with any professionals with whom you already have a relationship.
Comprehensive and Holistic
The Dolf Dunn approach to financial planning and wealth management is comprehensive and holistic for a reason. We believe that you are your financial future’s greatest asset because you have a vision. It is up to us to help you realize this vision by providing comprehensive wealth management plans that outline long-term, proactive financial planning strategies.
Passionate and Engaged
Being a wealth manager means being a confident leader on behalf of our clients. We take pride in our keen emotional intelligence and care deeply about our clients’ financial and emotional well-being. Through our thoughtful, compassionate approach, we strive to foster deep relationships to provide superior service and memorable experiences to our clients, seeking to be their anchor in good times and in bad.
Prepared and Proactive
Dolf Dunn Wealth Management, LLC believes that planning is the key to managing goals and wishes, and is critical to finding the correct strategy for assessing and mitigating risk. As independent advisors, we are able to adapt investment strategies to meet each individual client’s needs and implement those strategies through a methodical, consistent, transparent, and thoughtful process.
