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.
Over 60 Years of Combined Experience
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.
A Bit About Western Wealth Management, LLC
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.
A Bit About Charles Schwab
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.