Wealth That Works for You

Wealth well-managed is the foundation for a life well-lived. Whether you’re building financial security, planning for retirement, or creating an enduring legacy, we can help you map a clear path forward. Let's work together to uncover the steps to live your next chapter with confidence.

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Financial Plans

No matter where you are in life, managing your financial future can be complicated. Our hope is that a Donaldson comprehensive financial plan will give you the freedom to focus on what matters most.

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Investment Management

Investing isn't just about stocks and bonds—it's choosing someone you can trust with your future. With your best interest in mind, we partner with you to customize an investment management strategy tailored to your unique financial goals. 

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Legacy Planning

Legacy planning isn’t just about preparing documents—it’s about preparing your family. We help guide meaningful conversations across generations, ensuring your values, wishes, and wealth are understood and preserved. We work alongside you to craft a legacy plan that fosters clarity, connection, and continuity. 

Your Goals. Your Plan. Our Guidance.

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Your Story

Getting to know you is the best and most important part of our job. Your story is unique, and we believe your wealth management experience should be, too. We work with you to understand your values and expectations and define the goals that will build your ideal future.

 

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A Comprehensive Financial Plan

With a clear vision, your financial future can be more than just wishful thinking. Together, we will create a comprehensive financial plan that can evolve with you, anticipate your needs, and help prepare you for life’s unforeseen challenges.

 

More on Custom Financial Plans
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Customized Investment Management

With your objectives as our guide, we skillfully construct and manage investment portfolios that align with what you need most– security, income, and growth. With a 30-year track record, DCM offers a range of portfolios that can be customized to fit your specific needs. 


Our Investment Philosophy

 As life goes on, we're here for you every step of the way. Working with us is all about ease, enjoyment, and getting things done. We offer tailored advice and solutions, always meeting you where you are. We're committed to being by your side, now and for generations to come.

We’re here to help. Reach out anytime to explore your options. 

We'd love to hear from you.

General FAQs

Are you a fiduciary?

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Yes. DCM has a fiduciary responsibility, meaning that we are always focused on your best interests. We are in your corner.

What should I expect in fees?

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With us, there are no hidden fees. All Donaldson clients receive investment management, financial planning, and legacy planning. The market value of assets under management determines your fee. Click here for more on our One-Fee structure. 

Are there any stress tests performed on financial plans to determine likelihood of success?

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Yes, we do stress test financial plans. We look at how your plan would hold up in tough situations like a market drop, unexpected expenses, or changes in income. This helps us make sure your plan stays on track, so you and your loved ones can feel more confident about the future. 

Is my plan firm once it is built or can it change?

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Your financial plan isn’t set in stone; it’s built to adapt. As your life, goals, or circumstances change, we’ll revisit and adjust your plan to keep it aligned with what matters most.

What happens once my financial plan and investments are in place?

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Once your financial plan and investments are in place, we don’t just set it and forget it. We stay connected with you, reviewing your plan regularly and making updates as your life and goals evolve.

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