Dogwood Capital Management, Inc. / Financial Advisor in Cumming, Georgia

Dogwood Capital Management is an independent private wealth management firm that provides comprehensive financial planning and investment management services for high-net-worth individuals and families. Most of our clients are retired. We are uniquely positioned to help retirees achieve their financial goals and have designed our firm’s service offering around these clients.

Specialties

Asset Protection Certified Financial Planner CFP ® Charitable Planning Comprehensive Financial Planning Estate Planning Family Financial Planning Fee Only Fiduciary Independent Investment Advisor Investment Services NAPFA Member Professional Wealth Management Retirement Planning Wealth Management