Broker Check

Wealth Management

Implementing a well-conceived, personalized investment strategy is vital in today's complex market. Creating a strategy to protect and preserve wealth can be a difficult process. John Dodson will work closely with you to help you define investment objectives, develop strategies and identify solutions tailored to your needs. Maintaining and managing suitable investments requires experience and thoughtful analysis. Through Synergy Wealth Solutions - a MassMutual firm, John will deliver resources to help you feel confident in your financial life.

Asset Management: By establishing and maintaining a total financial relationship with clients, I feel I'm able to help them increase their earnings potential and make smarter financial decisions. Consequently, I have access to several investment managers who have been thoroughly screened and are continuously monitored to ensure the highest standards of portfolio management and consistency of investment discipline. They systematically build and maintain diversified portfolios by investing assets across various industries, securities, maturities and issuers. By managing each portfolio as a separate entity, I'm able to take advantage of a wide spectrum of investments while maintaining maximum flexibility and accountability in serving clients' needs.

Liability Management: Managing what our clients owe is equally as important as managing what they own. Proper liability management can help reduce expenses, lower taxes, maximize asset growth and cash flows, and enable clients to take advantage of financial opportunities to enhance their lifestyle or grow their business more rapidly. I analyze the following areas:

Real Estate

Business Expenses


Personal Debt

Transition Strategies: Regardless of clients' accumulated wealth – or even their age – developing an appropriate transition strategy is crucial to ensuring you have a strategy in place to leave more of your hard-earned assets to their chosen heirs and less to the government. I work with clients' and other professional advisors to determine what estate and/or succession planning strategies are appropriate based upon the client's overall financial situation. My experience in focused in the following areas:

Tax Reduction Strategies

Family Limited Partnerships

Gifting & Charitable Contributions

Current & Successor Trusteeship

Estate Preservation Strategies

Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.