Dogwood Capital Management is an independent registered investment advisor that provides comprehensive financial planning and investment management services for families with investable assets of $2 million and more. Most of our clients are retired and many are planning to retire in five to ten years.



We offer a variety of specialized services designed to meet your specific goals and needs.



Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.



Interested in some education? Our videos are a great resource for anyone looking to learn more.



Read our latest blog posts for up-to-date information on news, events and articles.

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We help people make smart choices about their money so they can achieve their goals and live their ideal lives.