Financial Advisor, Houston, Kingwood TX, Dogwood Capital Advisors

Specialized solutions for your financial needs.

As experienced financial advisors, our responsibility to you comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your life and investment goals a reality.

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Work with the best.

No matter the complexity of your investor profile, we believe a professional financial strategy and investment management can help create better outcomes. Meeting with one of our financial advisors can help.

Our Clients

We maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth

Serving the unique needs of HNW individuals

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Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of industry professionals and financial advisors with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Estate Strategy

Strategies for every phase of life

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Business Planning

Services for building, operating or selling a successful business

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Our Three Step Process

STEP

1

Discover

We begin by getting to know you, your financial situation, risk tolerance, and objectives.

STEP

2

Strategize

Our team will present custom financial strategies designed to meet your goals.

STEP

3

Implement

Life changes? Market volatility? We’ll keep your financial plan on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our successful retirement and financial outcomes.

Speak with an Expert

Let’s begin the conversation. Submit this form to schedule an initial conversation with one of our experienced financial advisors. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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Frequently Asked Questions (FAQs)

Q: Where is Dogwood Capital located?
- A: Dogwood Capital is located near George Bush Airport in Houston, TX. However, our financial advisors service clients in Kingwood, Humble, Huffman, the entire Houston metro area as well as many clients in Austin and San Antonio. We work with many clients in other states as well.
Q: What Information should I bring to a meeting?
- A: We believe that Financial Advisors should get to know as much as possible about clients during the planning process. The more information you can provide us, the better! Financial Statements and information on employment benefits, family, expenses, and hobbies help get the process started!
Q: What is Financial Planning?
- A: Financial Planning is a process where an experienced advisor gathers information and uses that information to create a plan to help you meet your financial goals. A good financial plan will address debt, retirement, budgeting, estate, and taxes.
Q: What fees are applicable to schedule a meeting?
- A: We do not charge a fee to schedule a meeting. Our goal for meeting is to get to know you, and discover if working with a Dogwood Capital financial advisor is right for you.