Dogwood Capital Management is an independent, SEC-registered private wealth management firm that provides comprehensive financial planning and investment management services for families with investable assets of $1 million and more. Most of our clients are retired.
Our mission is to provide highly personalized service as a trusted family advisor that assists our clients in accomplishing their long-term goals while sleeping well at night. To execute our service standard, we have chosen a narrow focus, which keeps our client base relatively small. Approximately half of our clients reside in North Georgia and the rest are located throughout the United States.
Dogwood Capital Management was founded in 1999. We’ve assisted our clients in weathering tumultuous markets and uncertain economic times in one of the most challenging decades in US economic history. Our clients appreciate our wealth management expertise, our values and strong personal relationships. It is a profound privilege to serve as their wealth manager and we cherish the trust that they invest in our firm.
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