Dorsey Wealth Management

Dorsey Wealth Management Services offers comprehensive financial planning through the Open Retainer Service offering. This service provides you with Comprehensive Financial Planning and Investment Management. It includes unlimited meetings and email or phone consultations on financial matters important to you. As part of the Open Retainer Service, we will address the following pieces of your financial life: Let's Get Organized Get Organized Getting organized is the first step. Would you like to see all of your investments, bank accounts and insurance policies all on one page? Would you like to be able to track your spending so you can see where your money is going? We will get your Personal Financial Website setup so you can have a complete, personalized financial picture of all of your accounts in one place, continuously updated and accessible from your computer or mobile device.