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Dividend Wealth Advisors is a boutique wealth management firm with a focus on creating and managing portfolios of stocks with rising dividends. We believe this strategy offers our clients the peace of mind that comes from rising income while still receiving stock market performance. We work with various clients – from young families to those approaching or in retirement with assets of $750,000 or more.
Jim Olson had a great career in the “wirehouse” world – Merrill Lynch, UBS and Morgan Stanley. Wanting to change his focus from a fickle stock market, Jim searched for something that could provide more consistency of performance yet still have market returns. That led him in 2012 to begin managing a rising dividend stock portfolio. Wirehouse research was good but aimed at large institutional clients, so Jim found himself using more outside sources. The performance of the portfolio was quite good for he and his clients, and the income growth was better.
So, in 2021 he started his own investment management and financial advisory firm under the umbrella of a large, established Registered Investment Advisor (RIA) by the name of Western Wealth Management. Dividend Wealth Advisors was born. This gave Jim the ability to purchase the tools and research that were most useful to providing his number one goal – serving his clients. It also allowed him to hire the team necessary to focus on meeting that goal.
Gregory Beal, who worked with Jim at Morgan Stanley recognized that the client service was stretched too thin, and he was pulled in too many directions to be effective. He joined Jim in the new endeavor to make sure there were now two, instead of one, focused entirely on the primary goal. Jim and Greg endeavor to recognize a client need before the client knows it’s a need.
A short time later, Christopher Eaton joined the team. While Jim was quite effective with the Rising Dividend Portfolio, Chris brings the expertise and focus such that enhancing the client portfolio is his full-time goal. We feel that this team allows us the best way to support our clients… and none of us must wear a tie.
Everyone in our industry needs supervision – the SEC says so. With over 60 years of combined experience, we are no exception. And we welcome it. Western Wealth provides that supervision with a well-established compliance department. They also provide office infrastructure and the comradery of another 150 advisors. We’re proud to be under their umbrella.
We know that a client’s primary goal is the safety of their assets. That is why we chose Charles Schwab as the custodian of our client accounts. Schwab provides easy online access for the client and allows us a window to manage the account. They also provide some very useful research tools.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call.