Dogwood Capital Management is an independent, SEC-registered private wealth management firm that provides comprehensive financial planning and investment management services for high-net-worth individuals and families. Most of our clients reside in North Georgia and many are located throughout the United States. We are uniquely positioned to help retirees achieve their financial goals and have designed our firm’s service offering around these families.

Our fiduciary relationships are bolstered by the fact that we do not sell financial products (so we do not receive commissions), nor are we affiliated with brokerage or insurance firms. We custody our clients’ assets at Charles Schwab & Company, and their Institutional Service Team serves as our back office.

We work with a small number of high-net-worth families. We are not a massive wealth management firm, nor do we aspire to be. Our desire is not to be the biggest, but to give our clients the best service and advice for their unique situation. We are currently interviewing families who are seeking highly personalized service and an ongoing relationship with a trusted family advisor. If you are looking for a large, institutional, impersonal firm, then we are not the right choice for you.